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MEMBER PROFILE

 

Kevin Krisowaty

Bernstein Private Wealth Management

 

Member profile details

Membership level
Miami Individual
First name
Kevin
Last name
Krisowaty
Title
VP/Wealth Advisor
Company
Bernstein Private Wealth Management
XPX Chapter Email Lists
  • Miami News & Events
  • South Florida News & Events
 

CONTACT INFORMATION

City
Miami
State
Florida
 

PROFILE INFORMATION

Call me when
Business Owners, Entrepreneurs and Founders have an intent to sell their businesses and would benefit from wealth strategies and investment strategies for before, during, and after a sale.
Profession
  • Wealth Manager
Functional Expertise
  • Exit/Transition Planning
  • Investments
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Wholesale/Distribution
Professional Certification(s)
Certified Exit Planning Advisor (CEPA®)
In Business Since
2000
Client Results
I have experience working with Business Owners, Entrepreneurs, and Founders who have had early and late stage exits; partial and full exits; exits to financial sponsors, exits to strategic buyers, and exits through initial public offerings.
Advisor Resource Relationships
  • AM&AA
  • EPI
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