Elizabeth Wolf
Bernstein Private Wealth Management
Stamford,
Connecticut
About
Company name
Business title
Vice President, Wealth Advisor
Contact
How to contact
email me at elizabeth.wolf@bernstein.com or call me 212-969-6126
Professional Profile
Call Me When
you are pre-transaction for the best planning/wealth management advice, but we can absolutely design a wealth roadmap post-transaction as well
Professions
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Business management
Capital markets
Cash management
Charitable giving
ESOPs
Estate planning
Financial Modelling
Governance
Lending
Philanthropy
Private placements
Sales
Tax
Transaction advisory
Trusts
Exit/Transition Planning
ESG
Professional Certification
Series 7, 63, 66. Certified Financial Planner.
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Connecticut Emerging Professional (39 & Under)
Member since
Member for 11 months
Why I'm a Member of XPX
because our approach centers around collaboration to achieve excellence, and that's what XPX does as well.
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