Brandon S. Robbins

Private Wealth Management | Entrepreneurs | Business Owners | Global Families | Ultra High Net Worth Investors | M&A | Nonprofits

Role
Vice President Wealth Advisor at Bernstein Private Wealth Management
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Brandon S. Robbins

Trust is more than a five-letter word. As all of us have learned at some point in life, albeit often times the hard way, it’s the actions of those we trust that define that responsibility. As a lobbyist and former leader of a major trade association my life has been defined by aligning my interests with those of my clients. When they won, I won. It sounds simple, but in a world where the focus is almost always on the product, rather than the client, this makes a relationship built upon a foundation of trust imperative. Bernstein embodies this at our core. As a legal fiduciary, we lead the single largest independent research effort on Wall Street. That knowledge guides our steady hand as we plan for the next evolution by building closely integrated, customized investment solutions that brings our client’s dreams to life. While all my clients have unique backgrounds, there are common threads at their core which unite them. They have all been successful in their own right, and while their professional lives may be defined as singular words such as entrepreneur, business owner or entertainer it is the rest of their lives that they entrust to us. Many of my clients are first generation wealth creators whose success is fueled by their raw ambition and creative abilities. They keep moving forward breaking boundaries, ensuring that progress is their path to success. Believing that it’s those around us that make all the difference, I connect my clients with the like-minded professionals and build a team that is ready for what lies ahead.

Experience

  1. Vice President Wealth Advisor

    Bernstein Private Wealth Management

    Jan 2022 — Present

    Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for over 50 years. We offer a full range of investment services in all the world’s markets, and we ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles.

Education

  • San Diego State University

    Political Science and Government

  • University of Oxford

    World Affairs

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