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MEMBER PROFILE

 

Kevin McAuliffe

Bernstein Private Wealth Management

 

Member profile details

Membership level
Greater Boston Emerging Professional - Original
First name
Kevin
Last name
McAuliffe
Title
Wealth Advisor
Company
Bernstein Private Wealth Management
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Cash management
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Financial Services
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
In Business Since
2008
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