Kevin O'Brien
Bernstein Private Wealth Management
New York,
New York
About
Company name
Bernstein Private Wealth Management
Business title
Vice President
Contact
How to contact
kevin.obrien@bernstein.com
Professional Profile
Call Me When
You want customized planning and investment advice for entrepreneurs, founders and business owners
Professions
Wealth Manager
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
Professional Certification
CFP
Client Industries
Agriculture/Mining
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Manufacturing
Media and Entertainment
Non-profit
Software/Internet
Telecommunications
Travel/Recreation/Leisure
Chapter information
Membership
New York Emerging Professional (39 & Under)
Member since
Member for 2 years
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
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