Emily Swann, Cfa
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Emily Swann, Cfa Email & Phone Number

Vice President | National Director, Ultra-High Net Worth Growth and Innovation Initiatives at Bernstein Private Wealth Management
Location: New York, New York, United States 9 work roles 3 schools
1 work email found @bernstein.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email e****@bernstein.com
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Current company
Bernstein Private Wealth Management
Role
Vice President | National Director, Ultra-High Net Worth Growth and Innovation Initiatives
Location
New York, New York, United States
Company size
898 employees

Who is Emily Swann, Cfa? Overview

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Quick answer

Emily Swann, Cfa is listed as Vice President | National Director, Ultra-High Net Worth Growth and Innovation Initiatives at Bernstein Private Wealth Management, a company with 898 employees, based in New York, New York, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Emily Swann, Cfa.

Emily Swann, Cfa previously worked as Vice President | National Director, Ultra-High Net Worth Growth & Innovation Initiatives at Bernstein Private Wealth Management and Vice President | Director, Ultra-High Net Worth Growth & Innovation Initiatives at Bernstein Private Wealth Management. Emily Swann, Cfa holds Bachelor Of Science (Bs), Major: Business And Enterprise Management; Minors: Spanish And Entrepreneurship from Wake Forest University.

Company email context

Email format at Bernstein Private Wealth Management

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*@bernstein.com
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Profile bio

About Emily Swann, Cfa

Emily Swann, Cfa is a Vice President | National Director, Ultra-High Net Worth Growth and Innovation Initiatives at Bernstein Private Wealth Management. She possess expertise in editing, powerpoint, social media, public speaking, microsoft excel. She is proficient in Spanish.

Listed skills include Editing, Powerpoint, Social Media, Public Speaking, and 1 others.

Current workplace

Emily Swann, Cfa's current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Vice President | National Director, Ultra-High Net Worth Growth and Innovation Initiatives
New York, NY, US
Website
bernstein.com
Employees
898
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Company profile
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9 roles

Emily Swann, Cfa work experience

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

Vice President | National Director, Ultra-High Net Worth Growth & Innovation Initiatives

Current
Bernstein Private Wealth Management

New York City Metropolitan Area

Jun 2024 - Present

Business Development Intern, Mid-Market Sales Practice

Ceb, Now Gartner

Arlington, VA

Jun 2012 - Aug 2012

Market And Customer Analysis Intern

First Analysis

Chicago, IL

Jun 2011 - Aug 2011
Team & coworkers

Colleagues at Bernstein Private Wealth Management

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

DS Darius Sidebotham Darius Sidebotham Colleague at Bernstein Private Wealth Management Greater Boston, United States View → JA John Ashley John Ashley Colleague at Bernstein Private Wealth Management Langdon, Alberta, Canada, Canada View → TG Teddy Goetz Teddy Goetz Colleague at Bernstein Private Wealth Management Los Angeles, California, United States, United States View → CS Carolyn Stone Carolyn Stone Colleague at Bernstein Private Wealth Management San Francisco, California, United States, United States View → CW Cindy Wilkas Cindy Wilkas Colleague at Bernstein Private Wealth Management Denver, Colorado, United States, United States View → CC Carr Churchill Carr Churchill Colleague at Bernstein Private Wealth Management Atlanta, Georgia, United States, United States View → AA Amy Agustin Amy Agustin Colleague at Bernstein Private Wealth Management Athens, Attiki, Greece, Greece View → SM Shelly Meerovitch-Barak J.D. Shelly Meerovitch-Barak J.D. Colleague at Bernstein Private Wealth Management New York City Metropolitan Area, United States View → AM Alexandra Marini Concolino Alexandra Marini Concolino Colleague at Bernstein Private Wealth Management Tampa, Florida, United States, United States View → UE Ugoji Egbuta Ugoji Egbuta Colleague at Bernstein Private Wealth Management Port Harcourt, Rivers State, Nigeria, Nigeria View →
3 education records

Emily Swann, Cfa education

Bachelor Of Science (Bs), Major: Business And Enterprise Management; Minors: Spanish And Entrepreneurship

Wake Forest University

Activities and Societies: Co-Chair of the Breast Cancer Fashion Show fundraising over $10,000 for Susan G. Komen for the Cure, CHARGE.

Education record

St. Louis University, Madrid, Spain

August - December 2011

Education record

Ulacit (The Latin American University Of Science And Technology) San Jose, Costa Rica

May - June 2010

FAQ

Frequently asked questions about Emily Swann, Cfa

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

What company does Emily Swann, Cfa work for?

Emily Swann, Cfa works for Bernstein Private Wealth Management.

What is Emily Swann, Cfa's role at Bernstein Private Wealth Management?

Emily Swann, Cfa is listed as Vice President | National Director, Ultra-High Net Worth Growth and Innovation Initiatives at Bernstein Private Wealth Management.

What is Emily Swann, Cfa's email address?

AeroLeads has found 1 work email signal at @bernstein.com for Emily Swann, Cfa at Bernstein Private Wealth Management.

Where is Emily Swann, Cfa based?

Emily Swann, Cfa is based in New York, New York, United States while working with Bernstein Private Wealth Management.

What companies has Emily Swann, Cfa worked for?

Emily Swann, Cfa has worked for Bernstein Private Wealth Management, Ceb, Now Gartner, and First Analysis.

Who are Emily Swann, Cfa's colleagues at Bernstein Private Wealth Management?

Emily Swann, Cfa's colleagues at Bernstein Private Wealth Management include Darius Sidebotham, John Ashley, Teddy Goetz, Carolyn Stone, and Cindy Wilkas.

How can I contact Emily Swann, Cfa?

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

What schools did Emily Swann, Cfa attend?

Emily Swann, Cfa holds Bachelor Of Science (Bs), Major: Business And Enterprise Management; Minors: Spanish And Entrepreneurship from Wake Forest University.

What skills is Emily Swann, Cfa known for?

Emily Swann, Cfa is listed with skills including Editing, Powerpoint, Social Media, Public Speaking, and Microsoft Excel.

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