National Director - Bernstein Family Engagement Services
Anne, CFA is an SVP and Director of the Wealth Strategies Group and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions. Anne leads Bernstein’s Philanthropy team, which is responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. She also founded and co-leads the Family Engagement Services team, which helps families explore the transfer of wealth-related values and knowledge.