Alison Smith

Alison Smith Email and Phone Number

Managing Director | Private Wealth Management | Purpose Driven Investing | Single Family Offices, Entrepreneurs & Foundations @ Bernstein Private Wealth Management
Alison Smith's Location
New York, New York, United States, United States
Alison Smith's Contact Details

Alison Smith personal email

n/a
About Alison Smith

From an early age I’ve been guided by my north stars of integrity and compassion. Helping people and solving complex problems around wealth and purpose remain central to who I am today. I approach everything as a life-long learner, after all—everyone has something to learn and something to teach. I want to learn everything I can from others, value what others are sharing, and hear others’ stories and experiences so that it can add to my wealth of knowledge to make me a better leader. Throughout my professional journey I have had insight into how families and foundations were looking at investing. I loved being at the forefront of everything from impact investing and alternatives to unpacking complex family challenges. Over the years it became clear to me that Bernstein was simply the best place to meet clients where they are and to support where they want to go. Here each team member works collaboratively and tirelessly to deliver the very best outcomes and service every day. So long story short, what I enjoy most is: helping people reach their goals and potential, solving complex problems for our clients and being an innovator on the forefront of a changing industry.

Alison Smith's Current Company Details
Bernstein Private Wealth Management

Bernstein Private Wealth Management

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Managing Director | Private Wealth Management | Purpose Driven Investing | Single Family Offices, Entrepreneurs & Foundations
Alison Smith Work Experience Details
  • Bernstein Private Wealth Management
    Managing Director
    Bernstein Private Wealth Management Jul 2022 - Present
    New York, New York, Us
    When Bernstein started we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management and our research-based, integrated approach continues to challenge the status quo. We set out to deliver independence from conflict and extraordinary service—and today, that rich heritage still guides us. We’ll continue to drive our firm forward so that our future can be just as remarkable as our past.
  • Fordham Gabelli School Of Business
    Lecturer And Alumni In Residence
    Fordham Gabelli School Of Business 2021 - Present
    New York, Ny, Us
    Helping MBA students become more effective leaders.
  • Rethink Capital Partners
    Partner
    Rethink Capital Partners Apr 2021 - Jun 2022
    White Plains, New York, Us
    Rethink Capital Partners is an investment platform for impact, rethinking the role private capital plays in helping address the systemic inequality, injustice and climate crisis while seeking to deliver competitive returns. The firm includes the following five in-house venture strategies: Rethink Education, Rethink Impact, Rethink Food, Rethink Community and Rethink Healthcare Real Estate.
  • Cornerstone Capital Inc.
    Managing Director
    Cornerstone Capital Inc. Nov 2017 - Mar 2021
    New York, Ny, Us
    Cornerstone Capital is a leading registered investment advisor in the impact investing space. Cornerstone’s investment advisory services supports our clients by providing sustainable investment portfolio solutions that are aligned with their specific environmental, social and governance (ESG) requirements. We provide clients with deeply researched, independent guidance and a systematic approach to generating competitive (and often superior) investment returns while achieving positive societal impact.
  • Tiger 21
    Vice President
    Tiger 21 Dec 2014 - Nov 2017
    New York, Ny, Us
    TIGER 21 is North America’s premier peer-to-peer learning network for high-net-worth investors. TIGER 21’s 1200 members collectively manage over $140 billion in total assets and are entrepreneurs, inventors and top executives. TIGER 21 focuses on improving investment acumen as well as exploring common issues of wealth preservation, estate planning and family dynamics beyond finance.
  • Tiger 21
    Director
    Tiger 21 Jan 2012 - Dec 2014
    New York, Ny, Us
  • Tiger 21
    National Manager
    Tiger 21 Jun 2009 - Dec 2011
    New York, Ny, Us
  • Tiger 21
    Manager
    Tiger 21 Sep 2007 - Jun 2009
    New York, Ny, Us
  • Marina Maher Communications
    Junior Account Executive
    Marina Maher Communications Sep 2006 - Sep 2007
    New York, Ny, Us
    Marina Maher Communications is an expert in marketing. As award-winning PR agency, they serve Consumer Products, Health & Well-Being and Food & Beverage clients.
  • United Nations Association
    Outreach Associate
    United Nations Association Jun 2005 - Sep 2006
    Dedicated to enhancing U.S. participation in the United Nations system with its agenda of education, public research, and substantive policy analysis.

Alison Smith Skills

Marketing Marketing Strategy Business Strategy Investments Strategic Planning Portfolio Management Asset Management New Business Development Financial Analysis Financial Modeling Hedge Funds Microsoft Excel Equities Project Management Leadership Development Asset Managment Executive Coaching Powerpoint Microsoft Office Fixed Income

Alison Smith Education Details

  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    Finance And Marketing
  • Ithaca College
    Ithaca College
    Bachelor'S Degree
  • School For International Training (Sit)
    School For International Training (Sit)

Frequently Asked Questions about Alison Smith

What company does Alison Smith work for?

Alison Smith works for Bernstein Private Wealth Management

What is Alison Smith's role at the current company?

Alison Smith's current role is Managing Director | Private Wealth Management | Purpose Driven Investing | Single Family Offices, Entrepreneurs & Foundations.

What is Alison Smith's email address?

Alison Smith's email address is al****@****inc.com

What schools did Alison Smith attend?

Alison Smith attended Fordham Gabelli School Of Business, Ithaca College, School For International Training (Sit).

What are some of Alison Smith's interests?

Alison Smith has interest in Founder Of Slb Book Club, Runner.

What skills is Alison Smith known for?

Alison Smith has skills like Marketing, Marketing Strategy, Business Strategy, Investments, Strategic Planning, Portfolio Management, Asset Management, New Business Development, Financial Analysis, Financial Modeling, Hedge Funds, Microsoft Excel.

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