Kevin O'Brien

Vice President

Bernstein Private Wealth Management

New York, New York

Professional Profile

Call Me When

Call Me When... You want customized planning and investment advice for entrepreneurs, founders and business owners

Contact Method

kevin.obrien@bernstein.com

Profession

  • Wealth Manager
  • Professional Certifications

    CFP

    Functional Expertise

  • Business development
  • Capital markets
  • Entrepreneurship
  • Family business
  • Investments
  • Private equity
  • Sales
  • Business Focus

    High and Ultra-High net worth families as well as non-profits and foundations

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Software/Internet
  • Telecommunications
  • Travel/Recreation/Leisure
  • Client Results

    Membership

    New York Emerging Professional

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    I want to surround myself and my clients with a network of strong partners that I can collaborate with