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Christopher Ortiz

Managing Director Assistant at Bernstein Private Wealth Management

  • LinkedIn

Email Email: c****@bernstein.com

phone noPhone Number: (***)-***-****

Experienced Client Coordinator with a demonstrated history of working in the investment management industry. Skilled in Nonprofit Organizations, Retail, Event Management, Team Building, a...

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BERNSTEIN PRIVATE WEALTH MANAGEMENT

  • description Description
    We partner and serve as our clients financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Bernstein Private Wealth Management Org Chart and Mapping

VP-Level
VP-Level

Karin Pembroke

SVP, National Managing Director - Client Service

Don Braun

Managing Director, SVP | High Net Worth Individuals, Entrepreneurs & Executives

Tara Popernik

Svp/Senior National Director, Uhnw Services

Employees

Sean Sullivan

Associate Director Investment & Wealth Strategies

Cooper O'Connor

Vice President, Financial Advisor

Dan Pacella

Principal, Wealth Advisor

Diane Acquista

Vice President, Research Marketing

Ryan Lisk

Private Wealth Coordinator

Haley Thompson

Vice President, Client Advisor

Matthew McKinley

Assistant Vice President | Risk Officer

Samia Tariq

Institutional Equity Sales

Frequently Asked Questions Regarding Christopher Ortiz

Answer: Christopher Ortiz works for Bernstein Private Wealth Management as Managing Director Assistant

Answer: Christopher Ortiz’s role in Bernstein Private Wealth Management is Managing Director Assistant

Answer: Christopher Ortiz's email address is c***@gmail.com

Answer: Christopher Ortiz's business email address is c****@bernstein.com

Answer: Christopher Ortiz’s direct phone number is (***)-***-****

Answer: Christopher Ortiz works in the industry of: Investment Management

Answer: Christopher Ortiz is the current Managing Director Assistant at Bernstein Private Wealth Management.... Read More

Answer: Christopher Ortiz works Bernstein Private Wealth Management located at 1345 Ave of the Americas, New York, 10105, United States

Answer: Bernstein Private Wealth Management's Managing Director Assistant is Christopher Ortiz

Answer: Christopher Ortiz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@bernstein.com

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