James Bocinsky
A Unique Partnership Forged by Experience | Private Wealth | Executives | Founders | Alternative Investments | ESG | Corporate Retirement Plans
- Role
- Principal at Bernstein Private Wealth Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About James Bocinsky
After many years in this industry in varying roles at different firms, and surviving two…
Experience
Principal
Bernstein Private Wealth Management
Oct 2016 — Present · Seattle, WA, US
Bernstein has focused solely on research and investment management for more than 40 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to 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.
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Long Term Care Insurance
- Long Term Care Strategy
- Retirement
- Strategic Financial Planning
- Financial Planners
- Financial Planning
- Series 7
- Strategy
- 401k
- Retirement Income
- Wealth Management
- Securities
- Retirement Planning
- Life Insurance
- Finance
- Wealth Management Services
- Alternative Investments
- Disability Insurance
- Investment Advisory
- Insurance
- Financial Services
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