Kurt Watkinson

About Kurt Watkinson

In a world where most investment managers look alike, Bernstein Private Wealth Management has evolved into a firm like no other. We are investors, not middlemen, working directly with clients to solve today\'s complex wealth and investment challenges. We use our research edge to identify dislocations and opportunistic investment ideas in both the public and private markets and create focused strategies to allow our clients to succeed.The clients whom I partner with have the benefit of working with a firm that is differentiated within the industry and has continued to evolve over the last 52 years. I work with my clients to understand their goals and connect them with our firm\'s vast planning and global investing expertise, in a way that is unique and specific to them.

Experience

1. Vice President

   Bernstein Private Wealth Management

   Mar 2018 — Present

   When Bernstein started we disrupted the money management industry and we’re still doing that today. For over 55 years, we’ve been pioneers in discretionary money management, and our research-based, integrated approach continues to challenge the status quo. We set out to deliver independence from conflict and extraordinary service—and today, that rich heritage still guides us. We’ll continue to drive our firm forward so that our future can be just as remarkable as our past.

Education

• Georgetown University

  Bachelor of Arts (B.A.)

  2008 — 2012