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MEMBER PROFILE

 

Kevin O'Brien

Bernstein Private Wealth Management

 

Member profile details

Membership level
New York Emerging Professional (39 & Under)
First name
Kevin
Last name
O'Brien
Title
Vice President
Company
Bernstein Private Wealth Management
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
You want customized planning and investment advice for entrepreneurs, founders and business owners
Why I/we support XPX
I want to surround myself and my clients with a network of strong partners that I can collaborate with
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Entrepreneurship
  • Family business
  • Investments
  • Private equity
  • Sales
Client Industry(ies)
  • Agriculture/Mining
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Software/Internet
  • Telecommunications
  • Travel/Recreation/Leisure
Professional Certification(s)
CFP
In Business Since
2010
Business Focus
High and Ultra-High net worth families as well as non-profits and foundations
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