Portfolio Manager
CurrentA boutique investment manager focused on developing uncorrelated products, strategies, and ventures
2021 - Present
~5 yrs 5 mos
AeroLeads people directory · profile
David Bernstein Email & Phone Number
Investor and Financial Strategist
at
NWTM Management
1 work email found
@otium.tech
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investor and Financial Strategist
Location
Miami Beach, Florida, United States
Who is David Bernstein? Overview
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Quick answer
David Bernstein is listed as Investor and Financial Strategist at NWTM Management, based in Miami Beach, Florida, United States. AeroLeads shows a work email signal at otium.tech and a matched LinkedIn profile for David Bernstein.
David Bernstein previously worked as Portfolio Manager at Nwtm Management and Managing Partner at Otium Holdings. David Bernstein holds Master Of Business Administration (Mba), Finance & Entrepreneurship from The University Of British Columbia.
Company email context
Email format at NWTM Management
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{first}@otium.tech
86% confidence
AeroLeads found 1 current-domain work email signal for David Bernstein. Compare company email patterns before reaching out.
Profile bio
About David Bernstein
Portfolio Manager at NWTM Management, an unconstrained investorBroadly experienced financial / investment strategist, emerging fund manager, and entrepreneur Passion for fitness and sport: snowboarding, biking, golf, surfing, yogaAdvisor / angel investor to entrepreneurs and start-ups----------------------------------------------------------------------------------------------------------------Global markets / multi-asset investment analyst and active special situations investorKey Competencies: -Alternative Investments: Hedge Funds, Macro, Crypto OG, Early Stage VC, and other Alternative Strategies-Risk Management-Philosophy-Derivatives-CreativityPrevious Work Experience in:-Real Estate/Hotels - Financial Analysis, Deal Sizing, Hotel Operations-Investment Banking, Investment Research, Data Analytics-Corporate Finance - Renewable Energy / Cleantech-Startups - Strategy, Finance, Business Development
Listed skills include Financial Analysis, Financial Modeling, Revenue Analysis, Strategic Planning, and 36 others.
Current workplace
David Bernstein's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 17 years
David Bernstein work experience
A career timeline built from the work history available for this profile.
Managing Partner
2017 - 2022
~5 yrs
Investment Banking Analyst
2015 - 2017
~2 yrs
2014 - 2015
~1 yr
Financial Analyst
Financial Modeling, Corporate Development, Investor RelationsSummer internship during MBA
2013 - 2013
Supervisor / Reservation Sales
2009 - 2012
~3 yrs
3 education records
David Bernstein education
Master Of Business Administration (Mba), Finance & Entrepreneurship
The University Of British Columbia
Bachelor Of Business Administration (B.B.A.)
University Of Denver - Daniels College Of Business
Studied Business And Philosophy Through An Exchange Program
University Of Tasmania
FAQ
Frequently asked questions about David Bernstein
Quick answers generated from the profile data available on this page.
What company does David Bernstein work for?
David Bernstein works for NWTM Management.
What is David Bernstein's role at NWTM Management?
David Bernstein is listed as Investor and Financial Strategist at NWTM Management.
What is David Bernstein's email address?
AeroLeads has found 1 work email signal at @otium.tech for David Bernstein at NWTM Management.
Where is David Bernstein based?
David Bernstein is based in Miami Beach, Florida, United States while working with NWTM Management.
What companies has David Bernstein worked for?
David Bernstein has worked for Nwtm Management, Otium Holdings, Goldman Sachs, Cantor Fitzgerald, and Ballard Power Systems.
How can I contact David Bernstein?
You can use AeroLeads to view verified contact signals for David Bernstein at NWTM Management, including work email, phone, and LinkedIn data when available.
What schools did David Bernstein attend?
David Bernstein holds Master Of Business Administration (Mba), Finance & Entrepreneurship from The University Of British Columbia.
What skills is David Bernstein known for?
David Bernstein is listed with skills including Financial Analysis, Financial Modeling, Revenue Analysis, Strategic Planning, Valuation, Budgets, Sales, and Microsoft Excel.
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