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MEMBER PROFILE

 

Jen Colby

Bernstein

 

Member profile details

Membership level
Dallas Individual
First name
Jen
Last name
Colby
Title
Wealth Advisor
Company
Bernstein
 

CONTACT INFORMATION

City
Dallas
State
Texas
 

PROFILE INFORMATION

Call me when
an owner is on the fence with their offers. Bernstein can model their lifestyle goals to show how those offers will fit their desires and needs.
Why I/we support XPX
Bernstein does more than the asset management post-liquidity event. Pre-planning enables us to assess income tax burden and find solutions to delay or minimize that impact, in partnership with CPAs, T&E Attorneys and other M&A Advisors.
Profession
  • Investor
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Charitable giving
  • Diversity/Equity/Inclusion
  • ESG
  • Estate planning
  • Financial Modelling
  • Intangible assets
  • Investments
  • Retirement
Client Industry(ies)
  • Energy/Utilities
  • Non-profit
Professional Certification(s)
MBA, Series 7, Series 66
In Business Since
2006
LinkedIn profile link
linkedin.com/in/jen-colby-bb302b141
Business Focus
Business Owners, Women in Wealth, Non Profits