2024 was a year to remember for #Bernstein offices nationwide. Take a trip down memory lane and celebrate our amazing team. 🎉 👏
Bernstein Private Wealth Management
Financial Services
New York, New York 24,652 followers
We serve as true confidants to the most innovative investors, making your dreams a destination & your vision a reality.
About us
We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.
- Website
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http://www.bernstein.com
External link for Bernstein Private Wealth Management
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, New York
- Type
- Public Company
- Founded
- 1967
Locations
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Primary
Get directions
1345 Avenue of the Americas
New York, New York 10105, US
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Employees at Bernstein Private Wealth Management
Updates
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Senior National Director of Investment Strategies Matthew David Palazzolo, CFA shares his view on stocks in 2025 in the latest from Chief Investment Officer: https://bit.ly/41ZyHwC
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Curious about #AI investing in 2025? Senior Investment Strategist Roosevelt D. Bowman III covers the evolving AI trade, equity sectors we like in anticipation of slowing U.S. economic growth, and the changing U.S. labor market landscape. Check out Roosevelt's segment at the 1:30 mark on Yahoo Finance: https://yhoo.it/3PnAFiJ
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Trusts are a cornerstone of U.S. estate planning, but they can lead to unforeseen complications when it comes to foreign-resident beneficiaries. Shelly Meerovitch-Barak J.D. and Christopher Opie share how to avoid potential pitfalls in their latest article for Crain Currency: https://bit.ly/49TGQEo
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To avoid paying excessive fees for standard private-market funds, many affluent individuals and families are exploring #alternative assets. Deacon Turner, Senior National Managing Director, discusses the clear desire for these differentiated asset classes among #familyoffices in the latest Barron's article: https://bit.ly/4iFQL4C
Super-Rich's Alternative Investments: Marinas, Whiskey, and More
barrons.com
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As we transition to 2025, stark divergences in the global #economy and #markets have emerged. In this edition of our #BernsteinInsights LinkedIn newsletter, we introduce our 2025 Outlook, which explores the concept of bifurcation and how it spells an opportunity for #investors to outperform. Check it out below and subscribe for more fresh perspectives on topics that matter most when it comes to growing and preserving #wealth.
2025 Outlook: Dividing Lines
Bernstein Private Wealth Management on LinkedIn
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As expected, the #Fed cut #interestrates by a quarter point this week, but surprised markets by signaling fewer rate cuts next year. With only two cuts expected in 2025, down from four, the outlook hinges on #inflation and labor market trends. Senior Investment Strategist Matthew David Palazzolo, CFA shares our thinking and what to look for next year. Watch now!
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As we transition to 2025, stark divergences in the global #economy and #markets have emerged. Our 2025 Market Outlook explores the concept of bifurcation and how it spells an opportunity for #investors to outperform. Click now for more insight into the coming year: https://ter.li/wmynpc
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Congratulations to the September 2024 class of #advisors for completing our advisor training program! Considered one of the best in the field, our immersive training program equips our advisors with the skills they need to best support our clients. Trained by our best and brightest #Bernstein minds, including investment strategists, wealth strategists, advisors, and sales management, these advisors have become experts in our research-driven investment strategies and catered #wealth plans. We look forward to seeing them partner with our client teams to bring our best thinking to all of our clients. Welcome to Bernstein! Learn more about how we invest in our people: https://bit.ly/3DcGOeP Carr Churchill Ruben Alexander Ferrer John Flores Drew Gibbons, CFP® Caleb Hanie Davidson Hepburn, CFP® J.C. Khoury David Kushner Jeffrey Lewis II, CFP® Lydia Pinnell Lawrie Emma Thomas
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