Jean Huang

Principal- Financial Advisor-cdfa @Bernstein Private Wealth Management

Beverly Hills, CA, US
EMAILS
j••••••••@bernstein.com
MOBILE NUMBERS
+13•••••••50

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WORK HISTORY

Jan 2011 — Present

Principal- Financial Advisor-cdfa @Bernstein Private Wealth Management

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Jean Huang is a Financial Advisor with Bernstein\'s private client investment management team in Los Angeles. Her practice is focused on providing investment planning and management services to high net worth individuals, families, foundations and endowments. Plans are tailored for each client’s resources, tax circumstances, estate plan, and risk tolerance, with the goal being to maximize after-tax returns using an appropriate asset allocation.

EDUCATION

N/A

Harvard University

Bachelor's degree cum laude, East Asian History

SKILLS

Start-UpsMergersFinanceAsset ManagementSocial MediaFinancial ServicesLeadershipInvestmentsHigh Net Worth IndividualsMergersEquitiesMergers & AcquisitionsTaxBusiness DevelopmentStrategic PlanningDigital MediaNew Business DevelopmentStrategic Financial PlanningStrategyNew MediaAsset AllocationStrategic PartnershipsBusiness StrategyFinancial AnalysisManagementFinancial PlanningFinancial ModelingMarketing

ABOUT JEAN HUANG

I was born and raised to be a doctor, to save lives, contribute to society, and prove…

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Jean Huang — Email, Phone Number & Contact Info | Unifers