Craig Danforth
Bernstein Private Wealth Management
Charlotte,
North Carolina
Contact
How to contact
646-250-4545
Professional Profile
Call Me When
I specialize in working across generations to help families address the emotional aspects of financial decision-making.
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Capital markets
Cash management
Charitable giving
Corporate/Business law
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Finance
Financial Modelling
Investments
Philanthropy
Private equity
Tax
Transaction advisory
Exit/Transition Planning
Diversity/Equity/Inclusion
ESG
Business Focus
Helping business owners with liquidity events
Client Industries
Business Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Charlotte Individual
Member since
Member for 1 year
Chapter Leadership Role
Director
Why I'm a Member of XPX
To build a network of like-minded professional advisors to help business owners having a liquidity event.
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