Anthony V. Thompson, Cfp ®
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Anthony V. Thompson, Cfp ® Email & Phone Number

Senior Financial Advisor at Bernstein Private Wealth Management at Bernstein Private Wealth Management
Location: New York, United States 4 work roles 1 school
1 work email found @bernstein.com 8 phones found area 917, 212, and 516 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email a****@bernstein.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bernstein Private Wealth Management
Role
Senior Financial Advisor at Bernstein Private Wealth Management
Location
New York, United States
Company size
676 employees

Who is Anthony V. Thompson, Cfp ®? Overview

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Quick answer

Anthony V. Thompson, Cfp ® is listed as Senior Financial Advisor at Bernstein Private Wealth Management at Bernstein Private Wealth Management, a with 676 employees, based in New York, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 917, 212, 516, and a matched LinkedIn profile for Anthony V. Thompson, Cfp ®.

Anthony V. Thompson, Cfp ® previously worked as Senior Financial Advisor at Bernstein Private Wealth Management and Managing Director at Deutsche Bank. Anthony V. Thompson, Cfp ® holds Ba, Political Science And French from Emory University.

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Email format at Bernstein Private Wealth Management

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*@bernstein.com
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AeroLeads found 1 current-domain work email signal for Anthony V. Thompson, Cfp ®. Compare company email patterns before reaching out.

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Profile bio

About Anthony V. Thompson, Cfp ®

Everyone has a financial story with a problem waiting to be solved. My passion as a wealth advisor is to find out what that problem is and what solutions can be brought to the table. Is this a complex family seeking help with planning for the next generation? A foundation looking for investment advice in response to changing financial circumstances? A millennial grappling with having grown up in a household where there were no applicable role models for money and investing?While everyone’s situation is unique, my clients have several traits in common including wealth preservation, legacy planning and ensuring that they are responsible stewards of their assets. Many are self-made, having created their assets from nothing. They value family, education and entrepreneurship. They rely on thoughtful and objective advice for their investment and planning choices but oftentimes the biggest hurdle is getting buy-in from other family members, or board members in the case of a foundation client.Most everyone has some degree of anxiety around the topic of money. And while we cannot alleviate every concern when it comes to markets and planning, we can make sure that the process of investing is as clear, seamless and worry-free as possible. When giving advice, I am able to draw on my 30 years of industry experience and my training as a CERTIFIED FINANCIAL PLANNER™ professional to reduce complex financial concepts to their core essence so that the client can be empowered to arrive at the best decision for their circumstances. And lastly, a healthy and stimulated mind and body are just as important as a healthy portfolio. I am an active triathlete, having completed in numerous Olympic and Half Ironman events. I also serve on several boards related to education, health and historic preservation.

Listed skills include Series 7, Fixed Income, Hedge Funds, Alternative Investments, and 18 others.

Current workplace

Anthony V. Thompson, Cfp ®'s current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Senior Financial Advisor at Bernstein Private Wealth Management
new york, new york, united states
Website
bernstein.com
Employees
676
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4 roles · 40 years

Anthony V. Thompson, Cfp ® work experience

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

Senior Financial Advisor

Current
Bernstein Private Wealth Management

New York

Since its founding over 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs and makes us fully accountable for their outcomes. Bernstein can deploy a comprehensive range of investment strategies, cutting-edge investment planning and risk-management services to help each client reach their goals.I was recruited to join Bernstein over 10 years ago after having spent many years working as an institutional… Show more Since its founding over 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs and makes us fully accountable for their outcomes. Bernstein can deploy a comprehensive range of investment strategies, cutting-edge investment planning and risk-management services to help each client reach their goals.I was recruited to join Bernstein over 10 years ago after having spent many years working as an institutional research analyst. My published research (with a specialty in fixed income and structured finance) was previously recognized by Institutional Investor Magazine. My many years in the financial markets have enabled me to bring an important perspective to clients, especially when markets are volatile. Investing is hard, but financial success will come with patience, diversification, and above all else, thoughtful long-term planning. Show less

May 2008 - Present

Managing Director

Deutsche Bank

Greater New York City Area

From 2000 to 2007, managing director and head of U.S. Securitization Research for Deutsche Bank. Ranked #1 analyst by Institutional Investor Magazine.

Dec 2000 - Jan 2008

Vice President, Fixed Income

Goldman Sachs

Greater New York City Area

From 1997 to 2000, served as a Director of Research at Goldman, Sachs & Co. and was one of firm’s top-ranked Institutional Investor analysts.From 1993 to 1997, employed by Goldman, Sachs & Co. as an investment banker engaged in the design and execution of financing solutions for clients.

Jul 1994 - Dec 2000

Vice President

Jpmorgan Chase

Greater New York City Area

Fixed income securities analyst and graduate of Morgan Finance Program

1987 - 1993 ~6 yrs
Team & coworkers

Colleagues at Bernstein Private Wealth Management

Other employees you can reach at bernstein.com. View company contacts for 676 employees →

RD Robert Dietz, Cfa Robert Dietz, Cfa Colleague at Bernstein Private Wealth ManagementCottage Grove, Minnesota, United States View → AP Amelia Patterson Amelia Patterson Colleague at Bernstein Private Wealth ManagementPhiladelphia, Pennsylvania, United States View → BG Bert Ginsberg Bert Ginsberg Colleague at Bernstein Private Wealth ManagementBeverly Hills, California, United States View → MM Moira Mclachlan, Cfa Moira Mclachlan, Cfa Colleague at Bernstein Private Wealth ManagementMiami, Florida, United States View → JM Justine Marino Justine Marino Colleague at Bernstein Private Wealth ManagementNew York, United States View → CO Christopher Opie Christopher Opie Colleague at Bernstein Private Wealth ManagementWashington, District Of Columbia, United States View → SW Shawn Wamstad Shawn Wamstad Colleague at Bernstein Private Wealth ManagementSan Diego, California, United States View → CW Chelsea White Chelsea White Colleague at Bernstein Private Wealth ManagementHouston, Texas, United States View → YG Yusuf Gidado Yusuf Gidado Colleague at Bernstein Private Wealth ManagementOwerri, Imo State, Nigeria View → JL Justin Langs Justin Langs Colleague at Bernstein Private Wealth ManagementSan Francisco, California, United States View →
1 education record

Anthony V. Thompson, Cfp ® education

FAQ

Frequently asked questions about Anthony V. Thompson, Cfp ®

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

What company does Anthony V. Thompson, Cfp ® work for?

Anthony V. Thompson, Cfp ® works for Bernstein Private Wealth Management.

What is Anthony V. Thompson, Cfp ®'s role at Bernstein Private Wealth Management?

Anthony V. Thompson, Cfp ® is listed as Senior Financial Advisor at Bernstein Private Wealth Management at Bernstein Private Wealth Management.

What is Anthony V. Thompson, Cfp ®'s email address?

AeroLeads has found 1 work email signal at @bernstein.com for Anthony V. Thompson, Cfp ® at Bernstein Private Wealth Management.

What is Anthony V. Thompson, Cfp ®'s phone number?

AeroLeads has found 8 phone signal(s) with area code 917, 212, 516 for Anthony V. Thompson, Cfp ® at Bernstein Private Wealth Management.

Where is Anthony V. Thompson, Cfp ® based?

Anthony V. Thompson, Cfp ® is based in New York, United States while working with Bernstein Private Wealth Management.

What companies has Anthony V. Thompson, Cfp ® worked for?

Anthony V. Thompson, Cfp ® has worked for Bernstein Private Wealth Management, Deutsche Bank, Goldman Sachs, and Jpmorgan Chase.

Who are Anthony V. Thompson, Cfp ®'s colleagues at Bernstein Private Wealth Management?

Anthony V. Thompson, Cfp ®'s colleagues at Bernstein Private Wealth Management include Robert Dietz, Cfa, Amelia Patterson, Bert Ginsberg, Moira Mclachlan, Cfa, and Justine Marino.

How can I contact Anthony V. Thompson, Cfp ®?

You can use AeroLeads to view verified contact signals for Anthony V. Thompson, Cfp ® at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Anthony V. Thompson, Cfp ® attend?

Anthony V. Thompson, Cfp ® holds Ba, Political Science And French from Emory University.

What skills is Anthony V. Thompson, Cfp ® known for?

Anthony V. Thompson, Cfp ® is listed with skills including Series 7, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, and Portfolio Management.

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