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MEMBER PROFILE

 

Elizabeth Wolf

Bernstein Private Wealth Management

 

Member profile details

Membership level
Connecticut Emerging Professional
First name
Elizabeth
Last name
Wolf
Title
Vice President, Wealth Advisor
Company
Bernstein Private Wealth Management
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • New Hampshire News & Events
  • New York News & Events
 

XPX ROLE

Leadership Role
Power of 3, Emerging Professionals
 

CONTACT INFORMATION

City
Stamford
State
Connecticut
 

PROFILE INFORMATION

Call me when
you are pre-transaction for the best planning/wealth management advice, but we can absolutely design a wealth roadmap post-transaction as well
Why I/we support XPX
because our approach centers around collaboration to achieve excellence, and that's what XPX does as well.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business management
  • Capital markets
  • Cash management
  • Charitable giving
  • ESG
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Financial Modelling
  • Governance
  • Lending
  • Philanthropy
  • Private placements
  • Sales
  • Tax
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Series 7, 63, 66. Certified Financial Planner.
In Business Since
1967
How to contact
email me at elizabeth.wolf@bernstein.com or call me 212-969-6126
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