Cortney Mathis
Client Specialist @Bernstein Private Wealth Management
Miami, FL, US
EMAILS
c••••••••@bernstein.com
MOBILE NUMBERS
+13•••••••10
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WORK HISTORY
Jun 2025 — Present
Client Specialist @Bernstein Private Wealth Management
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EDUCATION
2014 — 2018
Tufts University
Bachelor of Science - BS
ABOUT CORTNEY MATHIS
My original career plan was to become an Oncologist, but after graduating from Tufts University, I had the opportunity to work for a registered investment advisor. Fast forward four years later, I now live in Miami and work as an associate at Bernstein Private Wealth Management. Our in-house research driven investment advice coupled with our thoughtful wealth planning analyses and strategies help our clients achieve their goals.
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