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MEMBER PROFILE

 

Daniel Shea

Bernstein Private Wealth Management

 

Member profile details

Membership level
Greater Boston Emerging Professional - Original
First name
Daniel
Last name
Shea
Title
Financial Advisor
Company
Bernstein Private Wealth Management
XPX Chapter Email Lists
  • Massachusetts News & Events
 

CONTACT INFORMATION

City
Woburn
State
Massachusetts
 

PROFILE INFORMATION

Call me when
you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business management
  • Capital markets
  • Charitable giving
  • Family business
  • Fiduciary
  • Finance
  • Investments
Client Industry(ies)
  • Health/Pharma/Biotech
  • Manufacturing
Professional Certification(s)
CFA
In Business Since
2011
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