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MEMBER PROFILE

 

Craig Danforth

Bernstein Private Wealth Management

 

Member profile details

Membership level
Charlotte
First name
Craig
Second name/initial
Selimotic
Last name
Danforth
Title
Financial Advisor
Company
Bernstein Private Wealth Management
XPX Chapter Email Lists
  • Charlotte News & Events
  • Triangle News & Events
 

CONTACT INFORMATION

City
Charlotte
State
North Carolina
 

PROFILE INFORMATION

Call me when
I specialize in working across generations to help families address the emotional aspects of financial decision-making.
Why I/we support XPX
To build a network of like-minded professional advisors to help business owners having a liquidity event.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Cash management
  • Charitable giving
  • Corporate/Business law
  • Diversity/Equity/Inclusion
  • Entrepreneurship
  • Equity
  • ESG
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Private equity
  • Tax
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
In Business Since
2022
How to contact
646-250-4545
Business Focus
Helping business owners with liquidity events
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