AeroLeads people directory · profile
Austin Cooke Email & Phone Number
Director, Wealth Strategies at Bernstein Private Wealth Management
at
Bernstein Private Wealth Management
1 work email found
@bernstein.com
3 phones found area 708
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Wealth Strategies at Bernstein Private Wealth Management
Location
Los Angeles Metropolitan Area, United States, United States
Company size
Who is Austin Cooke? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Austin Cooke is listed as Director, Wealth Strategies at Bernstein Private Wealth Management at Bernstein Private Wealth Management, a company with 898 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 708, and a matched LinkedIn profile for Austin Cooke.
Austin Cooke previously worked as Vice President, Wealth Planning Tools Product Owner at Bernstein Private Wealth Management and Assistant Vice President, Wealth Planning Tools Product Owner at Bernstein Private Wealth Management. Austin Cooke holds Bachelor Of Science And Business Administration, Accounting And Finance Double Major With Concentration In Corporate Finance And Investments from Drake University.
Company email context
Email format at Bernstein Private Wealth Management
This section adds company-level context without repeating Austin Cooke's masked contact details.
{first}.{last}@bernstein.com
89% confidence
AeroLeads found 1 current-domain work email signal for Austin Cooke. Compare company email patterns before reaching out.
Profile bio
About Austin Cooke
As a child I had a passion for making money and Apple products. So much so, that after working for a summer and saving I bought myself the original iPhone. With limited apps and looking for an excuse to use my new phone I began following the stock market and trading my own stocks. This lead me to major in finance in college and while in college I worked at Apple in retail sales. Apple focused on finding the right solution for customers based on their goals. It was hard to know then that these life experiences would lead me to my current role at Bernstein. As a member of our Wealth Strategies Group, I partner with our Financial Advisors to research, develop, and execute strategies to help our clients accomplish their goals. Whether we are helping a client plan for retirement or helping them think through complex wealth transfer or philanthropic strategies, our mission is simple: to give unconflicted advice that is in the best interest of our clients. Planning is the foundation of everything we do, so I am required to have a vast breadth of knowledge on the capital markets, income taxes, estate taxes, as well as retirement plans. Below are various topics for which I provide advice to our clients and their professionals.* Asset Allocation | Retirement Planning | Exit Planning | Pre-Transaction Planning | Concentrated Stock Positions | Executive Compensation | Trust & Estate Planning | Multigenerational Wealth Transfer | Philanthropy Interests: Traveling, Hiking, Photography, Golfing, Biking, Skiing, Carpentry, Hellenism*Bernstein does not provide legal or tax advice.
Listed skills include Time Management, Microsoft Excel, Microsoft Office, Powerpoint, and 36 others.
Current workplace
Austin Cooke's current company
Company context helps verify the profile and gives searchers a useful next step.
Bernstein Private Wealth Management
13 roles
Austin Cooke work experience
A career timeline built from the work history available for this profile.
Vice President, Wealth Planning Tools Product Owner
Current
Feb 2022 - Present
Assistant Vice President, Wealth Planning Tools Product Owner
Oct 2020 - Feb 2022
Assistant Vice President, Wealth Strategies Senior Analyst
As a member of the firm's Wealth Strategies Group, I work with affluent individuals and families to create complex plans that integrate the management of their investments with their wealth transfer, tax management, charitable giving, and estate planning goals. I advise executives on issues related to equity based compensation and single stock.
Dec 2019 - Oct 2020
Assistant Vice President, Wealth Strategies Analyst
As a member of the firm's Wealth Strategies Group, I work with affluent individuals and families to create complex plans that integrate the management of their investments with their wealth transfer, tax management, charitable giving, and estate planning goals. I advise executives on issues related to equity based compensation and single stock.
Oct 2016 - Nov 2019
Senior Private Client Associate
Partnered with Associates, Coordinators and Advisors to support a base of $1.93 billion in assets under management through all stages of the client life cycle, including prospecting.Collaborated with more than 10 Financial Advisors and members of the Wealth Planning and Analysis Group; completed roughly 40 Wealth Forecast Analyses over the last 12.
Jul 2016 - Sep 2016
Private Client Associate
Partnered with Associates, Coordinators and Advisors to support a base of $1.93 billion in assets under management through all stages of the client life cycle, including prospecting.Collaborated with more than 10 Financial Advisors and members of the Wealth Planning and Analysis Group; completed roughly 40 Wealth Forecast Analyses over the last 12.
Jun 2014 - Jun 2016
Retail Sales Specialist
Conducted group and personal training for customers about new products.Listen to customers needs, wants, and concerns to better understand how to help them.Conveyed product information, technical information and solutions to customers.Gained vast product knowledge on computers, tablets, and phones to better assist customers.
Aug 2013 - Mar 2014
Private Client Summer Intern
Partnered with financial advisors and teams to create and analysis comprehensive asset allocations, statements on liquid net worth, and wealth planning analysis for clients and prospective clients.Developed relationships to create a social media marketing plan and to compile and analysis data with regard to prospect clients in the Midwest.Managed clients.
Jun 2013 - Aug 2013
Business Tax Services Intern
Prepared and completed tax returns for individuals, trusts, and small corporations.Managed multiple clients and projects simultaneously.Verified and recalculated amortization schedules and financial statements in Excel to confirm accuracy.Complied work documents and research of tax laws to be used in individuals tax preparation.
Jan 2013 - Apr 2013
Retail Sales Specialist
Conducted group and personal training for customers about new products.Listen to customers needs, wants, and concerns to better understand how to help them.Conveyed product information, technical information and solutions to customers.Gained vast product knowledge on computers, tablets, and phones to better assist customers.
Sep 2012 - Mar 2013
Fixed Assets Trade Support
- Managed time sensitive, detailed and confidential information regarding trade data
- Communicated and coordinated with brokers to reconcile bank accounts and trouble shooting data inaccuracies
- Created and completed projects to enhance efficiencies on my team with regards to daily tasks.
- Trained and worked with a new Co-op
Jan 2012 - Aug 2012
Career Serives Intern
Drake University Cbpa
- Conducted research, publicity, and prepare presentations for the College of Business
- Assisted and connected with peers to solve their problems
- Aided students in finding career service information, using my supervisor as a guide
- Managed confidential student information
Aug 2011 - Jan 2012
Team & coworkers
Colleagues at Bernstein Private Wealth Management
Other employees you can reach at bernstein.com. View company contacts for 898 employees →
JR
Jaritt Ruff
Colleague at Bernstein Private Wealth Management
Irvine, California, United States, United States
View →
DS
Daniel Skelton
Colleague at Bernstein Private Wealth Management
Boston, Massachusetts, United States, United States
View →
AA
Arnold Adlin
Colleague at Bernstein Private Wealth Management
New York, New York, United States, United States
View →
KC
Kelly Clements
Colleague at Bernstein Private Wealth Management
New York City Metropolitan Area, United States
View →
JD
Justine Decarlo
Colleague at Bernstein Private Wealth Management
Tampa, Florida, United States, United States
View →
LS
Linda Siksta
Colleague at Bernstein Private Wealth Management
Atlanta, Georgia, United States, United States
View →
MH
Meg Holliday
Colleague at Bernstein Private Wealth Management
Houston, Texas, United States, United States
View →
JA
Jessica A. Mcclean
Colleague at Bernstein Private Wealth Management
Alexandria, Virginia, United States, United States
View →
ER
Ezequiel Ruiz
Colleague at Bernstein Private Wealth Management
Puerto Rico, Puerto Rico
View →
JB
James Bocinsky
Colleague at Bernstein Private Wealth Management
Seattle, Washington, United States, United States
View →
Jaritt Ruff
Colleague at Bernstein Private Wealth Management
Irvine, California, United States, United States
View →
DS
Daniel Skelton
Colleague at Bernstein Private Wealth Management
Boston, Massachusetts, United States, United States
View →
AA
Arnold Adlin
Colleague at Bernstein Private Wealth Management
New York, New York, United States, United States
View →
KC
Kelly Clements
Colleague at Bernstein Private Wealth Management
New York City Metropolitan Area, United States
View →
JD
Justine Decarlo
Colleague at Bernstein Private Wealth Management
Tampa, Florida, United States, United States
View →
LS
Linda Siksta
Colleague at Bernstein Private Wealth Management
Atlanta, Georgia, United States, United States
View →
MH
Meg Holliday
Colleague at Bernstein Private Wealth Management
Houston, Texas, United States, United States
View →
JA
Jessica A. Mcclean
Colleague at Bernstein Private Wealth Management
Alexandria, Virginia, United States, United States
View →
ER
Ezequiel Ruiz
Colleague at Bernstein Private Wealth Management
Puerto Rico, Puerto Rico
View →
JB
James Bocinsky
Colleague at Bernstein Private Wealth Management
Seattle, Washington, United States, United States
View →
1 education record
Austin Cooke education
FAQ
Frequently asked questions about Austin Cooke
Quick answers generated from the profile data available on this page.
What company does Austin Cooke work for?
Austin Cooke works for Bernstein Private Wealth Management.
What is Austin Cooke's role at Bernstein Private Wealth Management?
Austin Cooke is listed as Director, Wealth Strategies at Bernstein Private Wealth Management at Bernstein Private Wealth Management.
What is Austin Cooke's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Austin Cooke at Bernstein Private Wealth Management.
What is Austin Cooke's phone number?
AeroLeads has found 3 phone signal(s) with area code 708 for Austin Cooke at Bernstein Private Wealth Management.
Where is Austin Cooke based?
Austin Cooke is based in Los Angeles Metropolitan Area, United States, United States while working with Bernstein Private Wealth Management.
What companies has Austin Cooke worked for?
Austin Cooke has worked for Bernstein Private Wealth Management, Apple, Bernstein Global Wealth Management, Deloitte, and Apple Retail.
Who are Austin Cooke's colleagues at Bernstein Private Wealth Management?
Austin Cooke's colleagues at Bernstein Private Wealth Management include Jaritt Ruff, Daniel Skelton, Arnold Adlin, Kelly Clements, and Justine Decarlo.
How can I contact Austin Cooke?
You can use AeroLeads to view verified contact signals for Austin Cooke at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Austin Cooke attend?
Austin Cooke holds Bachelor Of Science And Business Administration, Accounting And Finance Double Major With Concentration In Corporate Finance And Investments from Drake University.
What skills is Austin Cooke known for?
Austin Cooke is listed with skills including Time Management, Microsoft Excel, Microsoft Office, Powerpoint, Leadership, Public Speaking, Accounting, and Analysis.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Austin Cooke you were looking for.
View similar profiles
