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MEMBER PROFILE

 

Elizabeth Wolf

Bernstein Private Wealth Management

 

Member profile details

Membership level
Connecticut - Fairfield County Emerging Professional (39 & Under)
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
 

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 Candidate.
In Business Since
1967
How to contact
email me at elizabeth.wolf@bernstein.com or call me 212-823-2767
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