Robert Bernstein

Robert Bernstein Email and Phone Number

Founder, CEO and Managing Member @ PRISM Family Office, LLC
Miami, FL, US
Robert Bernstein's Location
Miami, Florida, United States, United States
Robert Bernstein's Contact Details

Robert Bernstein personal email

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Robert Bernstein phone numbers

About Robert Bernstein

Impassioned ecosystem builder embracing technology to disrupt global institutional money management, fintech, ed-tech and ad-tech. Key Mentors: Dad (Life 101); Jules Schwartz (Wharton), Victor Alhadeff (ENI), John Durham (Delaware Investments), Gary Brinson (Brinson Partners), Jud Bergman (Envestnet). Eschew retiring; Prefer rewiring, Now dedicated to leveraging my experience and personal network to drive social impact and mentor others with same values. Life mantra: Network trumps Net Worth. Family is my fuel. Oldest son, a renowned jazz trombonist and educator, has built a nationally acclaimed not-for-profit empowering youth through music. Younger son, now a McKinsey consultant, served with distinction as a USMC combat commander; his willingness to make the ultimate sacrifice a constant reminder to pay our precious freedoms forward. Each married equally impassioned professional women, one a pediatric ER nurse practitioner, the other a global award-winning graphic font designer; both exceptional mothers (now blessed with six grandchildren). Lastly, my beautiful wife of 45 years remains one of the most selfless, adventurous individuals I know, forever emboldening all of us to push the edge of so many envelopes.

Robert Bernstein's Current Company Details
PRISM Family Office, LLC

Prism Family Office, Llc

View
Founder, CEO and Managing Member
Miami, FL, US
Website:
paradigmfo.com
Employees:
1
Robert Bernstein Work Experience Details
  • Prism Family Office, Llc
    Founder, Ceo And Managing Member
    Prism Family Office, Llc
    Miami, Fl, Us
  • Prism Family Office, Llc
    Founder, Ceo/Managing Member
    Prism Family Office, Llc Jan 2003 - Present
    Miami, Fl
    Family office LLC established to invest personal family assets; to invest in and/or consult to a variety of financial services, technology, military services, and environmental enterprises; and to provide next-generation members with the educational, vocational, and networking tools to help turn their personal passions into self-sustaining, self-actualizing vocations.
  • Guitars Over Guns
    Co-Founder / Chairman Of The Board
    Guitars Over Guns Sep 2008 - Present
    A 501c3 not-for-profit; combines the cognitive and social power of music with professional musicians who serve as paid mentors to reach, teach and empower underserved community adolescents in Miami, Chicago, LA, and NYC (in 2023/2024). Serving approximately 1500 students per year through over 100 mentors/staff and supported by such globally recognized donors as The Elevate Prize, My Brother's Keeper Alliance (Obama Foundation), Born This Way (Gaga Foundation), MacArthur Foundation, ELMA Foundation, DeLuca Foundation (Subway founder), and the National Endowment of the Arts. "GOGO" is a proof statement that ALL children have limitless potential and deserve to be given the intellectual, spiritual and emotional nourishment to write their own narratives, fulfill their aspirations, and become community leaders.
  • Fay Financial
    Board Of Directors
    Fay Financial 2010 - Present
    Chicago, Illinois
    Integrated Residential RE Services provider: Subprime Mortgage Servicer, Prime Mortgage Servicer, Originations, Construction/ Renovations, Title Insurance, Business Loans
  • Pfm Asset Management Llc
    Board Of Trustees
    Pfm Asset Management Llc Nov 2017 - Present
    Philadelphia, Pennsylvania, United States
    PFMAM, a wholly owned subsidiary of US Bank and Trust, is a multi-billion dollar advisor to institutional clients seeking tailored investment advice through a variety of implementation options providing domestic and international equity, investment-grade fixed income, and multi-asset class solutions.
  • Audiience™
    Chairman, Advisory Board
    Audiience™ Nov 2020 - Present
    Miami
    An Ad-tech/ Fin-tech platform capturing whole-home possessions to facilitate highly contextualized digital shopping experiences; initial data-capture application, Butter Move, Inc., is a pioneer in the digitization of the $20 Billion moving industry, uniting consumers looking to move with rigorously screened, best-in-class, moving companies for whom the platform provides an array of financing options.
  • Stanford University
    Co-Chairman, 2022 Stanford Summit: Next Generation Leadership On Sustainability And Social Impact
    Stanford University Mar 2022 - Sep 2022
    A first-of-its-kind convening of global experts in the worlds of environmental, civic, and family sustainability, this Summit attracted over 200 global attendees, forty of whom were 30-45yr-old next-generation members actively engaged in social impact. Over 70% were non-US, representing Europe, Asia, India, and S. America, collectively representing approximately $100 billion dollars of capital.
  • Ubs
    Managing Partner, Global Head Of Emerging Markets, Brinson Partners/Ubs Asset Mgmt.
    Ubs Apr 1994 - May 2003
    Chicago, Illinois, United States
    Engaged global academic research experts to define emerging markets debt and equity as distinct asset classes; built Emerging Markets Equity Group into +$3 billion in institutional AUM for UBSAM predecessor, Brinson Partners.
  • Delaware Management Holdings Inc
    Managing Principal, Svp/Global Head Of Institutional Fixed Income
    Delaware Management Holdings Inc Mar 1983 - Apr 1993
    Philadelphia, Pennsylvania, United States
    Helped pioneer several asset classes that became multi-billion-dollar asset management businesses in US High Yield Bonds, Mortgage Backed Securities, Global Sovereign Bonds, US Nuclear Decommissioning Trusts, and Asset-Backed Securitizations; Led JV with Tokio Fire and Marine, Tokyo
  • Eni Oil And Gas
    Partner
    Eni Oil And Gas Sep 1979 - Jan 1983
    Independent oil and gas E&P company; helped develop bifurcated investment trusts that separated equity-like exploration risks from bond-like completion risks to offer first-of-its kind commercial hedge to energy prices.
  • Ibm
    Key Account Executive, General Systems Division
    Ibm Aug 1976 - Jul 1979
    Philadelphia, Atlanta
    Won key GSD accounts including Canada Dry, American Bag and Paper, Roosevelt Paper; graduated 1st in national training program; elected President of training class

Robert Bernstein Skills

Alternative Investments Investments Hedge Funds Investment Management Equities Emerging Markets Private Equity Strategy Asset Allocation Due Diligence Wealth Management Entrepreneurship Portfolio Management Asset Managment Valuation Investment Strategies Venture Capital Mergers And Acquisitions Fixed Income Family Office Start Ups Investment Banking Capital Markets Financial Advisory Financial Markets Fund Of Funds Corporate Finance Investment Advisory Financial Analysis Wealth Management Services Structured Finance Strategic Financial Planning Trading Private Placements Investor Relations Economics

Robert Bernstein Education Details

Frequently Asked Questions about Robert Bernstein

What company does Robert Bernstein work for?

Robert Bernstein works for Prism Family Office, Llc

What is Robert Bernstein's role at the current company?

Robert Bernstein's current role is Founder, CEO and Managing Member.

What is Robert Bernstein's email address?

Robert Bernstein's email address is ro****@****net.com

What is Robert Bernstein's direct phone number?

Robert Bernstein's direct phone number is (800) 495*****

What schools did Robert Bernstein attend?

Robert Bernstein attended The Wharton School.

What skills is Robert Bernstein known for?

Robert Bernstein has skills like Alternative Investments, Investments, Hedge Funds, Investment Management, Equities, Emerging Markets, Private Equity, Strategy, Asset Allocation, Due Diligence, Wealth Management, Entrepreneurship.

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