Bob Bernstein
Regional Director of Portfolio Management
- Role
- Regional Director of Portfolio Management at Bny Wealth
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Bob Bernstein
Senior investment professional with more than 30 years of investment and leadership…
Experience
Regional Director of Portfolio Management
Jan 2012 — Present · Los Angeles, CA, US
Manage relationships and portfolios for institutions and families with complex wealth management needs. Oversee all Wealth Management investment activities in Southern California, Utah, Las Vegas and Arizona. Member of the firm\'s Solutions Strategy Committee. Lead a team of 25+ investment professionals.
Education
Hofstra University
BBA, Finance
1982 — 1984
University of Chicago
MBA, Finance
1984 — 1986
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.