Jen Colby
Bernstein
Dallas,
Texas
Professional Profile
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.
Professions
Investor
Wealth Manager
Functional Expertise
Capital markets
Charitable giving
Estate planning
Financial Modelling
Intangible assets
Investments
Retirement
Diversity/Equity/Inclusion
ESG
Business Focus
Business Owners, Women in Wealth, Non Profits
Professional Certification
MBA, Series 7, Series 66
Client Industries
Energy/Utilities
Non-profit
Chapter information
Membership
Dallas Individual
Member since
Member for 2 years
Why I'm a Member of 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.
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