Lisa Stone

About Lisa Stone

In my role as a financial advisor at Bernstein, I apply the same relentless focus and…

Experience

1. Principal, Senior Investment Advisor Group

   Bernstein Private Wealth Management

   Mar 2004 — Present · New York, NY, US

   Since its founding over 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. Bernstein can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help each client reach their goals.I was recruited to Bernstein Private Wealth Management in 2004 after spending 13 years as a sales executive in the financial technology industry. I was attracted to Bernstein’s culture of transparency, research, and integrity. I have built my practice over the past 15+ years and have developed niches in several specialized practice areas, including:• C-suite executives including CEOs of Fortune 500 companies, and top global financial institutions• Lawyers, Doctors, and other highly compensated professionals at the top of their fields, including managing partners at “white shoe” law firms and “big seven” accounting firms • Divorcees and widows unexpectedly challenged by overseeing complex portfolios and multigenerational wealth• Financial and Technology Entrepreneurs including leading founders, hedge fund and private equity managers, and serial fintech executives • Entertainers and athletes, including several of the world’s most successful authors, producers, and business managers

Skills

• Fixed Income
• Investment Advisory
• Strategic Financial Planning
• Securities
• Wealth Management
• Investment Management
• Private Equity
• Series 63
• Mutual Funds
• Investment Strategies
• Equities
• Financial Modeling
• Portfolio Management
• Asset Management
• Capital Markets
• Asset Allocation
• Hedge Funds
• Alternative Investments
• Investments
• Series 7