Steven Summerhays
Wealth Advisor, Vice President @Bernstein Private Wealth Management
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WORK HISTORY
Wealth Advisor, Vice President @Bernstein Private Wealth Management
EDUCATION
University of Notre Dame
Bachelor of Business Administration (BBA), Finance and Financial Management Services
SKILLS
ABOUT STEVEN SUMMERHAYS
Steven provides investment and wealth planning advice to individuals, families and their trusts, estates, foundations and endowments. In his day-to-day, he counsels clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, philanthropic planning and the sale of closely held businesses. Prior to joining Bernstein, Steven played 4 years of professional hockey in the East Coast and American Hockey Leagues (ECHL & AHL) and graduated from the University of Notre Dame with a Bachelor\'s Degree in Finance.
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