John Dowd of Bernstein is a member of XPX Tri-State

John Dowd

New York, New Jersey

Professional Profile

Call Me When

Call Me When... Call me when....clients are approaching a liquidity event.

Contact Method

jdowd@bernstein.com

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Compensation
  • ESOPs
  • Estate planning
  • Investments
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    Tri-State

    Member Since

    5 Year Member

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Membership Committee

    Why I'm a Member of XPX

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