Bernstein Private Wealth Management

  • Financial Services
  • New York City NY
  • 893 employees
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Company Overview

Headquarters
1345 Ave. of the Americas, New York City NY
Website
bernstein.com
Email
pa****@bernstein.com
Phone
(212) 969-1000
Employees
893
Founded in
1967
Industry
Financial Services
NAICS Code
NAICS Code 5231 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52311 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$144B

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Who is Bernstein Private Wealth Management

Bernstein Private Wealth Management is a United States-based company headquartered in New York City. With a workforce of 893 employees, they generate an annual revenue of $144 million. Bernstein Private Wealth Management provides financial guidance and wealth management services to clients. Their approach goes beyond traditional wealth management, offering insights and solutions to complex financial challenges. The company emphasizes its commitment to innovation, utilizing advanced research, sophisticated modeling, and cutting-edge investment solutions to serve its clients. For more information, please visit their website at bernstein.com.

Company Leadership

Brian Haloossim

Senior Managing Director

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Christie Komlo

Vice President, Marketing Manager

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Peter Eliot

SVP/ Head of Managed Account Solutions and Risk

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Joel Stevens

Senior Managing Director

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Michael Heneghan

SVP, Senior Investment Strategist

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Bernstein Private Wealth Management Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Bernstein Private Wealth Management Tech Stack

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HTML
ASP.NET
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FAQ

What is the location of Bernstein Private Wealth Management's headquarters?
The headquarters of Bernstein Private Wealth Management are situated at 1345 Ave. of the Americas, New York City NY
What is Bernstein Private Wealth Management's phone number?
Bernstein Private Wealth Management's contact number is (212) 969-1000.
What is Bernstein Private Wealth Management's official website?
The official website of Bernstein Private Wealth Management can be found at bernstein.com.
What is Bernstein Private Wealth Management's current revenue?
As of April 2023, Bernstein Private Wealth Management's annual revenue reached $144B.
How many employees does Bernstein Private Wealth Management currently have?
Bernstein Private Wealth Management employs approximately 893+ people as of April 2023
Which industries is Bernstein Private Wealth Management primarily operating in?
Bernstein Private Wealth Management operates in the following industries: Credit, Finance
Who is the Senior Managing Director of Bernstein Private Wealth Management?
Bernstein Private Wealth Management's Senior Managing Director is Brian Haloossim
What are Bernstein Private Wealth Management's industry tags?
Bernstein Private Wealth Management's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
When was Bernstein Private Wealth Management founded?
Bernstein Private Wealth Management was founded in 1967.

Employee Directory

Key Employees

Molly M.

Reporting Product Owner

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Patrick Doherty

Private Client Associate

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Dayne Crist

Principal

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Craig Danforth

Vice President, Wealth Advisor

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Lauren Wood

Private Client Coordinator

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Vijaya Navani

Software Engineer

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Suzanne Storer

AVP, Marketing Strategy | Bernstein Private Wealth Management

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Carilyn Hoalt

Business Strategy Analyst

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