Don Braun

About Don Braun

I am motivated to help clients understand their relationship with wealth. Through deep and thoughtful discovery, I help my clients solve their life and investment issues so they can sleep at night and pursue what is most important to them. To me, a successful relationship with a client involves: • Genuine interest in their life, family, interests and professional vocations• Active and empathic listening to understand a client’s ultimate goals • Delivering authentic advice for their unique circumstances• Harnessing Bernstein’s global investment and planning resources to deliver an integrated custom solutionSPECIALTIES:Private Wealth Advisor, Investment Wealth Management, Investment Planning, Charitable Giving, Business Owners & Corporate Executives, Multigenerational Asset Allocation, Executive Planning, High Net Worth Individuals, Corporate Executive and Retirement Planning, Exit Planning, Cash and Liquidity Planning, Family Engagement Services, Responsible Investing, Investment Advice, Consolidated Reporting, Tax Strategies, Risk Mitigation Strategies, Succession Planning, Retirement Plans.

Experience

1. Managing Director, SVP High Net Worth Individuals, Entrepreneurs & Executives

   Bernstein Private Wealth Management

   Jan 2017 — Present

   Since its founding 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs, and makes us fully accountable for their outcomes. We can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help clients reach their goals.As Managing Director and Senior Vice President, I lead Bernstein’s Private Wealth practice in Philadelphia working with a wide array of clients including corporate executives, entrepreneurs, high net worth individuals and multi-generational families. I am committed to helping my clients achieve their unique investment aspirations through thoughtful listening and discovery. As a trusted advisor, I create customized solutions rooted in the best advice of Bernstein to help my clients achieve their goals while having peace of mind.As leader in our Mid Atlantic practice, we have built a diverse and inclusive workforce engaging in our community ensuring the sustainability of our operations which in turn allows us to serve our clients responsibly. We take our shared values of teamwork and collaboration beyond our office to the community working side by side helping those who need it most.

Skills

• Asset Management
• Portfolio Management
• Mergers
• Venture Capital
• Estate Planning
• Financial Advisory
• Tax
• Wealth Management Services
• Strategic Financial Planning
• Investments
• Equities
• Finance
• Consolidated Financial Statements
• Wealth Management
• Consolidated Reporting
• Asset Allocation
• Alternative Investments
• Retirement Planning
• Investment Management
• Asset Managment
• Charitable Gift Planning
• Financial Modeling
• Strategic Planning
• Multi-Generational Planning
• Trusts
• Multi-Generational Wealth Transfer