AeroLeads people directory · profile

Moira Mclachlan, Cfa Email & Phone Number

SVP and Senior National Director, Core Allocation Strategies at Bernstein Private Wealth Management
Location: Miami, Florida, United States 11 work roles 3 schools
1 work email found @bernstein.com 6 phones found area 212, 312, and 954 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email m****@bernstein.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Bernstein Private Wealth Management
Role
SVP and Senior National Director, Core Allocation Strategies
Location
Miami, Florida, United States
Company size
898 employees

Who is Moira Mclachlan, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Moira Mclachlan, Cfa is listed as SVP and Senior National Director, Core Allocation Strategies at Bernstein Private Wealth Management, a company with 898 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at bernstein.com, phone signal with area code 212, 312, 954, and a matched LinkedIn profile for Moira Mclachlan, Cfa.

Moira Mclachlan, Cfa previously worked as SVP/Senior National Director, Core Allocation Strategies at Bernstein Private Wealth Management and SVP, Senior Investment Strategist at Bernstein Private Wealth Management. Moira Mclachlan, Cfa holds Bachelor Of Arts, Spanish Language And Literature from Florida State University.

Company email context

Email format at Bernstein Private Wealth Management

This section adds company-level context without repeating Moira Mclachlan, Cfa's masked contact details.

*@bernstein.com
71% confidence

AeroLeads found 1 current-domain work email signal for Moira Mclachlan, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Moira Mclachlan, Cfa

As a Senior Investment Strategist at BPWM, I work closely with advisors and a wide range individuals, families, and endowments and foundations to craft investment programs designed to serve specific priorities and goals. We all know the saying, “you can’t take it with you”. So, what is the purpose of wealth? In many cases, that may mean funding philanthropic passions or building a legacy for future generations. My role at Bernstein provides me with the opportunity to leverage my capital markets expertise to directly impact client outcomes. I love to begin conversations with clients about the wealth-related problems they are trying to solve. My experience and perspective on the opportunities and challenges presented by evolving financial markets are vital in the implementation phase. But regardless of what is happening in markets, I always remain intensely focused on the way in which individual strategies in the investment tool kit are combined in service of each client’s goals and purpose.In my role as Senior National Director, Core Allocation Strategies, I am responsible for developing and overseeing recommended outcome-oriented Core Allocations for the liquid portion of client investment portfolios. I also serve as Chair of the Bernstein Asset Allocation Committee which is responsible for overall asset allocation, investment advice, and risk oversight for around $100 billion of assets managed for high-net-worth clients, endowments, and foundations. I am a member of the Investment Strategy Group, the team responsible for strategic asset allocation advice, manager selection and monitoring, and investment risk management processes for Bernstein Private Wealth Management and is made up of the senior most investment professionals at the firm. I am also actively engaged in mentoring future leaders and serve as a coach in AB’s Career Catalyst program which is designed to foster the professional growth and development of underrepresented talent. I believe this combination of personal impact and the intellectual challenge that comes from contributing to firm-wide thought leadership and the evolution of Bernstein’s investment platform would be hard to beat!I was born in the UK and moved to the US as a child. Having also lived in Costa Rica, Spain, and Brazil, before settling in Miami, I consider myself a global citizen with a broad worldview and an intense curiosity about different cultures. I am a voracious reader and avid traveler.

Listed skills include Portfolio Management, Equities, Due Diligence, Investment Strategies, and 8 others.

Current workplace

Moira Mclachlan, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Bernstein Private Wealth Management
Bernstein Private Wealth Management
SVP and Senior National Director, Core Allocation Strategies
Miami, FL, US
Website
bernstein.com
Employees
898
AeroLeads page
Company profile
View company profile Email format
11 roles · 31 years

Moira Mclachlan, Cfa work experience

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

Senior Portfolio Manager

Current
Bernstein Private Wealth Management

Miami

* Constructs and provides strategic oversight of customized investment portfolios for HNW individuals and families, family offices, and endowments and foundations. * Partners with Financial Advisors in new business development and servicing complex client relationships* Serves on Bernstein Global Wealth Management’s national Private Client Investment.

Jul 2014 - Present

Senior Vice President, Portfolio Manager

Hansberger Global Investors

* Managed broad-based international equity portfolio with AUM of up to $2 billion. As member of 4-person team, contributed to all investment decisions with primary responsibility for European and overall financial exposures.* Conducted sector research on European banks, healthcare and emerging Asian financials. * Developed macro-economic and market.

Jan 2009 - Jul 2014

Vice President, Research

Hansberger Global Investors

Fort Lauderdale, Florida

* Conducted fundamental analysis of global insurance sector and European macroeconomic research.* Managed wrap account assets in ADR-only international strategy with up to $870 million in assets under advisement, ultimately acting in role of sole portfolio manager.* Represented strategy in new business pitches, due diligence meetings and strategy updates.

Aug 2004 - Dec 2008

Head Of International Equities

Mackenzie Investment Management, Inc.

Boca Raton, Florida

* Managed $475 million in international equities spanning numerous style (blend and value) and regional mandates on behalf of US and Canadian mutual fund shareholders. * Supervised team of 8 research analysts.

2001 - 2003 ~2 yrs

Vice President, International Equities

Mackenzie Investment Management, Inc.

Boca Raton, Florida

* Directed research performed by junior analysts on team-managed regional portfolios. * Conducted research for Western European, UK, Latin American, Asian, and UK markets. * Served as lead contributor to monthly investment newsletter, New Century Investor (1995 to 2000).

1998 - 2003 ~5 yrs

Head Of International Equity Research/Portfolio Manager

Mackenzie Investment Management, Inc.

Boca Raton, Florida

*Managed emerging market product and derivative-based portfolios for Canadian retirement products. * Acted as lead analyst for team-managed products, including Ivy International Value Fund.

2000 - 2001 ~1 yr

Equity Analyst

Mackenzie Investment Management, Inc.

Boca Raton, Florida

* Performed research on Latin American, Asian, and general emerging markets. * Contributed to management of Latin American portfolios.

1995 - 1998 ~3 yrs
Team & coworkers

Colleagues at Bernstein Private Wealth Management

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

AS Albert Suiker Albert Suiker Colleague at Bernstein Private Wealth Management Zaanstad, North Holland, Netherlands, Netherlands View → EH Eric Higger, Cfp® Eric Higger, Cfp® Colleague at Bernstein Private Wealth Management New York City Metropolitan Area, United States View → JS Jack Shadow Jack Shadow Colleague at Bernstein Private Wealth Management Sheridan, Wyoming, United States, United States View → DT Deacon Turner Deacon Turner Colleague at Bernstein Private Wealth Management Denver, Colorado, United States, United States View → JB Joe Brienza Joe Brienza Colleague at Bernstein Private Wealth Management Golden, Colorado, United States, United States View → VP Victoria Prado Fernandes Victoria Prado Fernandes Colleague at Bernstein Private Wealth Management Miami, Florida, United States, United States View → PW Paul Wilson Paul Wilson Colleague at Bernstein Private Wealth Management Rockville Centre, New York, United States, United States View → RK Rajesh Kumar Saha Rajesh Kumar Saha Colleague at Bernstein Private Wealth Management Araria, Bihar, India, India View → EV Eduardo Vitoria, Cfa Eduardo Vitoria, Cfa Colleague at Bernstein Private Wealth Management New York, New York, United States, United States View → SC Stephanie C. Gibson Stephanie C. Gibson Colleague at Bernstein Private Wealth Management Tampa, Florida, United States, United States View →
3 education records

Moira Mclachlan, Cfa education

Masters In International Business Studies

University Of South Carolina Masters Of International Business Program
FAQ

Frequently asked questions about Moira Mclachlan, Cfa

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

What company does Moira Mclachlan, Cfa work for?

Moira Mclachlan, Cfa works for Bernstein Private Wealth Management.

What is Moira Mclachlan, Cfa's role at Bernstein Private Wealth Management?

Moira Mclachlan, Cfa is listed as SVP and Senior National Director, Core Allocation Strategies at Bernstein Private Wealth Management.

What is Moira Mclachlan, Cfa's email address?

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

What is Moira Mclachlan, Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 212, 312, 954 for Moira Mclachlan, Cfa at Bernstein Private Wealth Management.

Where is Moira Mclachlan, Cfa based?

Moira Mclachlan, Cfa is based in Miami, Florida, United States while working with Bernstein Private Wealth Management.

What companies has Moira Mclachlan, Cfa worked for?

Moira Mclachlan, Cfa has worked for Bernstein Private Wealth Management, Hansberger Global Investors, and Mackenzie Investment Management, Inc..

Who are Moira Mclachlan, Cfa's colleagues at Bernstein Private Wealth Management?

Moira Mclachlan, Cfa's colleagues at Bernstein Private Wealth Management include Albert Suiker, Eric Higger, Cfp®, Jack Shadow, Deacon Turner, and Joe Brienza.

How can I contact Moira Mclachlan, Cfa?

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

What schools did Moira Mclachlan, Cfa attend?

Moira Mclachlan, Cfa holds Bachelor Of Arts, Spanish Language And Literature from Florida State University.

What skills is Moira Mclachlan, Cfa known for?

Moira Mclachlan, Cfa is listed with skills including Portfolio Management, Equities, Due Diligence, Investment Strategies, Relationship Management, Research And Analysis, Portfolio Analytics, and Investment Strategy.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.