AeroLeads people directory · profile

Aaron Bates Email & Phone Number

SVP, Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein Private Wealth Management
Location: Greater Boston, United States 15 work roles 1 school
1 work email found @bernstein.com 1 phone found area 212 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@bernstein.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bernstein Private Wealth Management
Role
SVP, Head of Ultrahigh-Net-Worth and Growth Strategies
Location
Greater Boston, United States
Company size
898 employees

Who is Aaron Bates? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Aaron Bates is listed as SVP, Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein Private Wealth Management, a with 898 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 212, and a matched LinkedIn profile for Aaron Bates.

Aaron Bates previously worked as SVP, Head of Ultrahigh-Net-Worth & Growth Strategies at Bernstein Private Wealth Management and SVP, Head of Wealth Platform and Partnerships at Bernstein Private Wealth Management. Aaron Bates studied at The George Washington University.

Company email context

Email format at Bernstein Private Wealth Management

This section adds company-level context without repeating Aaron Bates's masked contact details.

*@bernstein.com
71% confidence

AeroLeads found 1 current-domain work email signal for Aaron Bates. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Aaron Bates

In this day and age, where information access is ubiquitous, our clients look to us for differentiated advice. As the Head of Ultrahigh-Net-Worth & Growth Strategies, I lead a team of creative thought leaders who understand the unique differences and needs of our clients. I work with them as they engage with these clients in a way that is most digestible, accessible, and relevant to them. In my role, I am also responsible for the firm’s work with Global UHNW Families and Family Offices. In addition, I oversee Bernstein’s Marketing and Digital functions as well as the development of strategic partnerships to grow the business. Prior to my current position, I was head of the Private Wealth Platform overseeing Bernstein’s Wealth Strategies team responsible for wealth planning research and content and served as senior managing director. Previously, I led Bernstein’s Northeast Private Wealth practice. From 2004 to 2011, I worked in London, launching the firm’s global private client practice in Europe; I was appointed Principal in 2008. Prior to that, I was based in New York, where I oversaw the Northeast US Private Wealth Management Services Group and served as an analyst in the Private Wealth Management Executive Group, reporting on trends in the international high-net-worth marketplace to aid in the strategic development of the firm’s practice. I previously served in the Executive Office of the President of the United States, Office of the US Trade Representative. I have twice been selected to represent the US at the German Marshall Fund’s Conference on Transatlantic Relations. I hold a BA in international affairs from George Washington University and have been named to Dow Jones Top 40 Under 40 list in Europe. I currently serve on the Board of Directors for StoryCorps and for the International Centre for the Study of Radicalization and Political Violence, the Board of Overseers for ‘GBH Boston, and the Board of Advisors for the Elliott School of International Affairs at George Washington University.SPECIALTIES: Head - Wealth Strategies, Global and Cross-Border Families, Family Offices, Entrepreneurs & Executives, Family Engagement, Multi-generational Wealth Planning, Ultra-High Net Worth Investment

Listed skills include Global Families, Family Offices, Cross Border Families, Entrepreneurs, and 6 others.

Current workplace

Aaron Bates's current company

Company context helps verify the profile and gives searchers a useful next step.

Bernstein Private Wealth Management
Bernstein Private Wealth Management
SVP, Head of Ultrahigh-Net-Worth and Growth Strategies
Boston, MA, US
Website
bernstein.com
Employees
898
AeroLeads page
Company profile
View company profile Email format
15 roles · 30 years

Aaron Bates work experience

A career timeline built from the work history available for this profile.

Board Of Directors

Current
Storycorps

Brooklyn, Ny, Us

2021 - Present ~5 yrs 6 mos

Board Of Directors

Current
International Centre For The Study Of Radicalisation

London, Gb

At the International Centre for the Study of Radicalization and Political Violence (ICSR), our mission is to bring together knowledge and leadership. Producing first class, rigorous research, our aim is to educate the public and help policymakers and practitioners find more intelligent solutions in dealing with radicalization and political violence.

May 2010 - Present

Board Of Overseers

Current
Wgbh

Boston, Ma, Us

Serving a second elected term on the Board of Overseers of WGBH Boston, the foremost creator of content to public television in America, after having served two terms on the Community Advisory Board.

Apr 2015 - Present

Member Of The Board Of Advisors

Elliott School Of International Affairs

Washington, Dc, Us

The George Washington University has educated generations of international leaders and advanced the understanding of important global issues since 1821. The Elliott School of International Affairs, named in honor of former GW President Lloyd H. Elliott and his wife Evelyn, is dedicated to this mission.We train our students in the theory and practice of international affairs, offering them in-depth analysis of international economic, political, scientific and cultural issues. The School's curriculum is interdisciplinary; most Elliott School full-time faculty are jointly appointed in GW departments. Our widely respected faculty prepares Elliott School students for global careers in the public, private and non-profit sectors.Elliott School graduates are consistently sought after for challenging global careers. What's more, our Washington, DC location allows us to form strong relationships with public, private, and non-profit organizations that regularly employ Elliott School students and alumni.

Jun 2017 - Jun 2023

Vp & Advisor – London | International Families And Foundations | Entrepreneurs & Executives

Alliancebernstein Global Wealth Management

Nashville, Tn, Us

VP & Advisor – London | International Families and Foundations | Entrepreneurs & ExecutivesAfter spending 2 years analyzing the international wealth marketplace to determine where our US private wealth practice should expand, I was selected to launch our global families practice in London. Working closely with family office CIOs, along with professional advisors in the T&E and Investment Banking space, I was built a cross-border, pan-EMEA practice focused on US Expatriates and global families that spans 4 continents and 9 countries. I successfully grew and sustained the practice from market peaks in 2007 to the lows of 2009 and then recovery in 2010 and beyond, and hired a team that I continue to lead today.

2005 - 2010 ~5 yrs

Vp & Analyst – New York | Global Market Expertise | Technology Design | Leadership

Bernstein Private Wealth Management

New York, New York, Us

As a member of a 4-person Private Client National Team, I was responsible for analyzing and assessing the US and Global Private Wealth marketplace to aid in the strategic direction of the firm’s practice, culminating in the evaluation of the global marketplace and launch of our overseas business. In this role I successfully:► Evaluated and planned the launch of 9 new offices in 9 new domestic markets► Led the Northeast Private Client services team of 100 individuals and reorganized the department to maximize efficiencies and decrease overhead costs► Spearheaded technology development projects to support the restructuring of the private client services teams.

2000 - 2005 ~5 yrs
Team & coworkers

Colleagues at Bernstein Private Wealth Management

Other employees you can reach at bernstein.com. View company contacts for 898 employees →

BG Bert Ginsberg Bert Ginsberg Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States View → AS Aleena Sajjad Aleena Sajjad Colleague at Bernstein Private Wealth ManagementTaxila, Punjab, Pakistan View → ML Meira Levi Meira Levi Colleague at Bernstein Private Wealth ManagementNew York, United States View → JO Jake O'Brien Jake O'Brien Colleague at Bernstein Private Wealth ManagementGreater Philadelphia, United States View → AJ Adam Jacobs Adam Jacobs Colleague at Bernstein Private Wealth ManagementWashington, District Of Columbia, United States View → CS Carolyn Stone Carolyn Stone Colleague at Bernstein Private Wealth ManagementSan Francisco, California, United States View → CC Clayton Caggiano Clayton Caggiano Colleague at Bernstein Private Wealth ManagementNew York, United States View → HS Hannah Sears Hannah Sears Colleague at Bernstein Private Wealth ManagementNashville, Tennessee, United States View → AZ Alan Ziegler Alan Ziegler Colleague at Bernstein Private Wealth ManagementChicago, Illinois, United States View → SO Schyler Opartkiettikul Schyler Opartkiettikul Colleague at Bernstein Private Wealth ManagementSan Diego, California, United States View →
1 education record

Aaron Bates education

  • The George Washington University
    The George Washington University
FAQ

Frequently asked questions about Aaron Bates

Quick answers generated from the profile data available on this page.

What company does Aaron Bates work for?

Aaron Bates works for Bernstein Private Wealth Management.

What is Aaron Bates's role at Bernstein Private Wealth Management?

Aaron Bates is listed as SVP, Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein Private Wealth Management.

What is Aaron Bates's email address?

AeroLeads has found 1 work email signal at @bernstein.com for Aaron Bates at Bernstein Private Wealth Management.

What is Aaron Bates's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Aaron Bates at Bernstein Private Wealth Management.

Where is Aaron Bates based?

Aaron Bates is based in Greater Boston, United States while working with Bernstein Private Wealth Management.

What companies has Aaron Bates worked for?

Aaron Bates has worked for Bernstein Private Wealth Management, The George Washington University, Storycorps, International Centre For The Study Of Radicalisation, and Wgbh.

Who are Aaron Bates's colleagues at Bernstein Private Wealth Management?

Aaron Bates's colleagues at Bernstein Private Wealth Management include Bert Ginsberg, Aleena Sajjad, Meira Levi, Jake O'Brien, and Adam Jacobs.

How can I contact Aaron Bates?

You can use AeroLeads to view verified contact signals for Aaron Bates at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Aaron Bates attend?

Aaron Bates studied at The George Washington University.

What skills is Aaron Bates known for?

Aaron Bates is listed with skills including Global Families, Family Offices, Cross Border Families, Entrepreneurs, Investment Advice, Cross Border Transactions, Cross Border M&A, and Social Entrepreneurship.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.