Robert Bernstein Email & Phone Number

Miami, FL, US

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.

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.

Chicago, Illinois

Integrated Residential RE Services provider: Subprime Mortgage Servicer, Prime Mortgage Servicer, Originations, Construction/ Renovations, Title Insurance, Business Loans

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.

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.

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.

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.

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

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.

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