Scott Nevins

About Scott Nevins

Growing up in Forest Hills, NY, my mom was, and has always been, my inspiration. She was tirelessly hardworking, entrepreneurial, and caring. My entrepreneurial aspirations began very early on, and my first business was at age six making paper flowers that sold in our apartment building. In high school, I decided I wanted to be a CEO by 30 at the latest—and I achieved my goal!Then in 2006, 26 years into my career and after having run seven companies, I made a meaningful change—accepting a position as an investment advisor at Bernstein. The culture was exactly what I was looking for—one of honesty, ethics and a place where clients always come first. As one of my very special clients once told me, there is no such thing as being very honest or highly ethical. Honesty and ethics are black and white—you are either honest and ethical or you are not. I pride myself on being the best possible honest and ethical resource to my clients.These clients are most often bright, self-made and hardworking. Many are successful entrepreneurs. Ensuring that my clients make informed, well-thought-out decisions, we focus on planning, risk management and customized allocation to achieve their specific objectives.Outside of the office, I am a very active board member for several organizations including many in the entrepreneurial and angel investor space. I also mentor dozens of college students each year, lecture frequently, teaching the skills of effective networking and what it takes to be a successful entrepreneur, and coach executives in transition. My efforts are all giving back to the community. I am focused on helping others to be successful with the goal of being as impactful as possible on as many people as I can.SpecialtiesAsset Allocation | Business Owners | Cash and Liquidity Planning | Concentrated Stock Positions | Estate Planning | Executive Planning | Exit Planning | Pre-Transaction Planning | High Net Worth Individuals | Investment Advice | Risk Mitigation

Experience

1. Principal

   Bernstein Private Wealth Management

   Jan 2006 — Present

   For the past 14+ years, I have become one of Bernstein’s most successful and well-respected senior investment advisors working with high-net-worth individuals, family offices, endowments, and foundations.My role at Bernstein is to work very closely with my clients as their trusted advisor—providing them with detailed ongoing knowledge about their portfolios and the capital markets while harnessing the resources of our firm to ensure that my clients are receiving the best possible advice and client servicing. I am involved in all financial aspects of my clients including retirement planning, multigenerational wealth transfer planning, sale of a business, and most importantly—focusing on their financial well-being during their lifetime.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 outcome. Bernstein can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help each client reach their goals.

Education

• Fairfield University

  BS, Math, Computer Science

  1976 — 1980

Skills

• Finance
• Corporate Law
• Philanthropy
• Wealth Management
• Investments
• Wealth
• Asset Management
• Tax
• Wealth Management Services
• Investment Management
• Financial Advisory
• Sales
• Alternative Investments
• Private Equity
• Strategic Partnerships
• Bonds
• Strategic Financial Planning
• Strategy
• Trusts
• Asset Allocation
• Banking
• Strategic Planning
• Venture Capital
• Estate Planning
• Due Diligence
• Hedge Funds
• Start-Ups
• Financial Services
• Leadership
• Retirement Planning
• Financial Planning
• Mortgage Lending
• Mergers & Acquisitions
• Entrepreneurship