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MEMBER PROFILE

 

Jake O'Brien

Bernstein

 

Member profile details

Membership level
Philadelphia Emerging Professional
First name
Jake
Last name
O'Brien
Title
Vice President
Company
Bernstein
XPX Chapter Email Lists
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
Philadelphia
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
There is a need to dimension decisions around complex issues such as planning for the sale of a business, managing concentrated stock positions and exploring tax avoidance, deferral and transfer strategies of capital gains, income and estate taxes.
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Cash management
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Philanthropy
  • Sales
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
In Business Since
2015
How to contact
jake.obrien@bernstein.com; (215) 430-5529
Business Focus
Private Wealth Management for Entrepreneurs, Business Owners, Corporate Executives
Advisor Resource Relationships
  • EPI
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