Simon Bernstein
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Simon Bernstein Email & Phone Number

Managing Director at Alvarez & Marsal at Alvarez & Marsal
Location: New York, United States 7 work roles 4 schools
1 work email found @alvarezandmarsal.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@alvarezandmarsal.com
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Current company
Role
Managing Director at Alvarez & Marsal
Location
New York, United States
Company size

Who is Simon Bernstein? Overview

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Quick answer

Simon Bernstein is listed as Managing Director at Alvarez & Marsal at Alvarez & Marsal, a with 5289 employees, based in New York, United States. AeroLeads shows a work email signal at alvarezandmarsal.com and a matched LinkedIn profile for Simon Bernstein.

Simon Bernstein previously worked as Managing Director at Alvarez & Marsal and Senior Director at Alvarez & Marsal. Simon Bernstein holds Doctor Of Law (J.D.), Concentration In Tax Law from Benjamin N. Cardozo School Of Law, Yeshiva University.

Company email context

Email format at Alvarez & Marsal

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{first_initial}{last}@alvarezandmarsal.com
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AeroLeads found 1 current-domain work email signal for Simon Bernstein. Compare company email patterns before reaching out.

Profile bio

About Simon Bernstein

Simon is a Managing Director with Alvarez & Marsal’s Global Transaction Tax practice in New York. He focuses on providing M&A tax services in buy-side advisory, divestiture services, tax structuring and post-transaction services to middle market and large cap private equity firms as well as to other financial intermediaries. Simon has also advised a significant number of public and private “loss” companies (both pre- and post-bankruptcy) on the viability of their tax attributes including the preparation of Section 382 analyses. Simon received a bachelor's degree in finance, summa cum laude, from Yeshiva University and a juris doctor with a concentration in taxation from the Benjamin N. Cardozo School of Law. He is admitted to the New York and New Jersey Bar.

Listed skills include Tax, Mergers And Acquisitions, Finance, Appeals, and 7 others.

Current workplace

Simon Bernstein's current company

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Alvarez & Marsal
Alvarez & Marsal
Managing Director at Alvarez & Marsal
new york, new york, united states
Employees
5289
AeroLeads page
7 roles

Simon Bernstein work experience

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

Managing Director

Current

New York, United States

Dec 2022 - Present

Senior Director

Greater New York City Area

Nov 2018 - Dec 2022

Senior Associate

Greater New York City Area

Nov 2013 - Oct 2015

Advocate

Benjamin N. Cardozo Tax Clinic

New York, Ny

Competitively selected for this semester-long clinic. Represent clients with tax controversies before the IRS Appeals Office and in the US Tax Court including settlement, motion, or trial. Research and draft memoranda on current tax issues. Receive training in tax court rules and federal tax procedure.

Jan 2012 - May 2012

Compliance Intern

New York, Ny

Researched relevant statutes and legislative histories to determine if new financial product could be released in US jurisdiction. Researched FCPA and UK Bribery Act and suggested best practices for firm to implement in order to comply with the relevant statutes. Performed due diligence on individuals and companies suspected of financial crimes.

May 2011 - Aug 2011
Team & coworkers

Colleagues at Alvarez & Marsal

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4 education records

Simon Bernstein education

Education record

Ramaz Upper School

Education record

Ramaz Upper School
FAQ

Frequently asked questions about Simon Bernstein

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

What company does Simon Bernstein work for?

Simon Bernstein works for Alvarez & Marsal.

What is Simon Bernstein's role at Alvarez & Marsal?

Simon Bernstein is listed as Managing Director at Alvarez & Marsal at Alvarez & Marsal.

What is Simon Bernstein's email address?

AeroLeads has found 1 work email signal at @alvarezandmarsal.com for Simon Bernstein at Alvarez & Marsal.

Where is Simon Bernstein based?

Simon Bernstein is based in New York, United States while working with Alvarez & Marsal.

What companies has Simon Bernstein worked for?

Simon Bernstein has worked for Alvarez & Marsal, Alvarez & Marsal Taxand, Benjamin N. Cardozo Tax Clinic, and Fxcm.

Who are Simon Bernstein's colleagues at Alvarez & Marsal?

Simon Bernstein's colleagues at Alvarez & Marsal include Lisa Kramer, Alan Bass, Abhay Puri, Laura Teixeira, and Natália Féres.

How can I contact Simon Bernstein?

You can use AeroLeads to view verified contact signals for Simon Bernstein at Alvarez & Marsal, including work email, phone, and LinkedIn data when available.

What schools did Simon Bernstein attend?

Simon Bernstein holds Doctor Of Law (J.D.), Concentration In Tax Law from Benjamin N. Cardozo School Of Law, Yeshiva University.

What skills is Simon Bernstein known for?

Simon Bernstein is listed with skills including Tax, Mergers And Acquisitions, Finance, Appeals, Trials, Analysis, Strategy, and Research.

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