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Vice President @Bernstein Private Wealth Management
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WORK HISTORY
Vice President @Bernstein Private Wealth Management
Why Bernstein? In a world where most investment managers look alike, Bernstein Private Wealth Management has evolved into an organization like no other. We have the resources of the largest global firms, but the service culture of a boutique. For our entire 50-year history we have derived 100% of our business economics from investment research and management. Our focus and commitment to research excellence are some of the keys to our longevity. The hundreds of analysts that we employ—along with their tenure in the industry and at AB—stand as a testament to that commitment today. Existing solely as an investment manager (and not a bank, insurance company, or brokerage operation) affords us the independence and financial strength to operate in our clients’ best interests through all cycles. Unlike most competitors of similar size, we don’t engage in proprietary trading or leverage our balance sheet to drive profit for the firm. We are a business that is uniquely aligned with our clients, offering them incomparable peace of mind.
EDUCATION
University of Connecticut
Bachelor of Arts (B.A.), Economics
SKILLS
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