Kevin McAuliffe

Wealth Advisor

Boston, Massachusetts

Professional Profile

Call Me When

Call Me When... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

Contact Method

kevin.mcauliffe@bernstein.com

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Business development
  • Business growth
  • Cash management
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Family business
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Health/Pharma/Biotech
  • Non-profit
  • Real Estate/Construction
  • Client Results

    Membership

    Greater Boston Individual Emerging Professional

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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