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Greg Young, Cfa Email & Phone Number

Senior Investment Strategist at Bernstein Private Wealth Management
Location: Dallas, Texas, United States 5 work roles 2 schools
2 work emails found @bernstein.com 3 phones found area 404 and 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email y****@bernstein.com
Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bernstein Private Wealth Management
Role
Senior Investment Strategist
Location
Dallas, Texas, United States
Company size
676 employees

Who is Greg Young, Cfa? Overview

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Quick answer

Greg Young, Cfa is listed as Senior Investment Strategist at Bernstein Private Wealth Management, a company with 676 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 404, 212, and a matched LinkedIn profile for Greg Young, Cfa.

Greg Young, Cfa previously worked as Principal at Mercer Investment Consulting and Consultant at Mercer Investment Consulting. Greg Young, Cfa holds Ba, Economics from Baylor University.

Company email context

Email format at Bernstein Private Wealth Management

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*@bernstein.com
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AeroLeads found 2 current-domain work email signals for Greg Young, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Greg Young, Cfa

Greg is a Senior Vice President in the Dallas office and a member of the Bernstein Investment Strategy Group, a team of senior investment professionals who are responsible for the development, oversight, and strategic asset-allocation recommendations for Bernstein's investment offerings.Prior to joining the firm, he was a principal and senior consultant for Mercer Investment Consulting for 10 years, advising corporate pension plans and other large institutional clients on asset allocation and manager selection. Previously, he spent five years with AMR Investments serving first as an associate fixed income portfolio manager of cash and money market portfolios and later as a senior pension analyst on American Airlines’ pension plans. He earned a BA in economics from Baylor University and an MBA from the Edwin L. Cox School of Business at Southern Methodist University. He is a Chartered Financial Analyst charter holder and a member of the Dallas Society of Financial Analysts.

Listed skills include Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, and 2 others.

Current workplace

Greg Young, Cfa's current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Senior Investment Strategist
new york, new york, united states
Website
bernstein.com
Employees
676
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Company profile
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5 roles · 36 years

Greg Young, Cfa work experience

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

Team & coworkers

Colleagues at Bernstein Private Wealth Management

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

OH Orly Hirsch Orly Hirsch Colleague at Bernstein Private Wealth Management Los Angeles, California, United States, United States View → AD Abby Daniels Abby Daniels Colleague at Bernstein Private Wealth Management Houston, Texas, United States, United States View → MH Michael Heneghan, Cfa, Caia Michael Heneghan, Cfa, Caia Colleague at Bernstein Private Wealth Management Greater Chicago Area, United States View → MJ Mccoll James Mccoll James Colleague at Bernstein Private Wealth Management Wilmette, Illinois, United States, United States View → KM Kaushalya Morawaka Kaushalya Morawaka Colleague at Bernstein Private Wealth Management Sri Lanka, Sri Lanka View → ZS Zack Schiller Zack Schiller Colleague at Bernstein Private Wealth Management San Francisco, California, United States, United States View → AS Anson Samuel Anson Samuel Colleague at Bernstein Private Wealth Management Vellore, Tamil Nadu, India, India View → TG Teddy Goetz Teddy Goetz Colleague at Bernstein Private Wealth Management Los Angeles, California, United States, United States View → HS Hannah Sears Hannah Sears Colleague at Bernstein Private Wealth Management Nashville, Tennessee, United States, United States View → RR Ryland Reed Ryland Reed Colleague at Bernstein Private Wealth Management North Richland Hills, Texas, United States, United States View →
2 education records

Greg Young, Cfa education

Master Of Business Administration (Mba), Finance, General

Smu
FAQ

Frequently asked questions about Greg Young, Cfa

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

What company does Greg Young, Cfa work for?

Greg Young, Cfa works for Bernstein Private Wealth Management.

What is Greg Young, Cfa's role at Bernstein Private Wealth Management?

Greg Young, Cfa is listed as Senior Investment Strategist at Bernstein Private Wealth Management.

What is Greg Young, Cfa's email address?

AeroLeads has found 2 work email signals at @bernstein.com for Greg Young, Cfa at Bernstein Private Wealth Management.

What is Greg Young, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 404, 212 for Greg Young, Cfa at Bernstein Private Wealth Management.

Where is Greg Young, Cfa based?

Greg Young, Cfa is based in Dallas, Texas, United States while working with Bernstein Private Wealth Management.

What companies has Greg Young, Cfa worked for?

Greg Young, Cfa has worked for Bernstein Private Wealth Management, Mercer Investment Consulting, and Amr Investment Services Inc.

Who are Greg Young, Cfa's colleagues at Bernstein Private Wealth Management?

Greg Young, Cfa's colleagues at Bernstein Private Wealth Management include Orly Hirsch, Abby Daniels, Michael Heneghan, Cfa, Caia, Mccoll James, and Kaushalya Morawaka.

How can I contact Greg Young, Cfa?

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

What schools did Greg Young, Cfa attend?

Greg Young, Cfa holds Ba, Economics from Baylor University.

What skills is Greg Young, Cfa known for?

Greg Young, Cfa is listed with skills including Asset Allocation, Investment Strategies, Alternative Investments, Hedge Funds, Portfolio Optimization, and Private Wealth Management.

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