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Steven Bergdoll Email & Phone Number

Vice President | Manager at Bernstein Private Wealth Management
Location: Houston, Texas, United States 6 work roles 2 schools
1 work email found @bernstein.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Bernstein Private Wealth Management
Role
Vice President | Manager
Location
Houston, Texas, United States
Company size
676 employees

Who is Steven Bergdoll? Overview

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Quick answer

Steven Bergdoll is listed as Vice President | Manager at Bernstein Private Wealth Management, a with 676 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Steven Bergdoll.

Steven Bergdoll previously worked as Manager at Bernstein Private Wealth Management and Senior Associate at Bernstein Private Wealth Management. Steven Bergdoll holds Bba, Finance from Texas Mccombs School Of Business.

Company email context

Email format at Bernstein Private Wealth Management

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{first}.{last}@bernstein.com
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Profile bio

About Steven Bergdoll

Steven Bergdoll is a Vice President | Manager at Bernstein Private Wealth Management. He possess expertise in investments, portfolio management, alternative investments, wealth management.

Listed skills include Investments, Portfolio Management, Alternative Investments, and Wealth Management.

Current workplace

Steven Bergdoll's current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Vice President | Manager
new york, new york, united states
Website
bernstein.com
Employees
676
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6 roles

Steven Bergdoll work experience

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Associate

Bernstein Private Wealth Management

Houston, Texas Area

Partner with five senior financial advisors to manage approximately $2 billion of assets under management. Responsibilities include:- working with high net worth families, businesses, and endowments on a wide range of interrelated wealth management issues to provide solutions that best met their long-term investment goals;- developing, implementing, and monitoring investment plans which incorporated proprietary domestic and international stock, bond, mutual fund, and alternative investment portfolios;- leveraging best-in-class wealth management research in areas such as retirement planning, executive compensation, and charitable giving to help clients develop strategic long-term plans;- communicating with high net worth private clients to discuss capital markets, the firm's investment outlook, and more specific information pertaining to individual investment portfolios;- liaising between internal strategic business partners in portfolio management, legal, and wealth management groups.

Jan 2013 - Aug 2014
Team & coworkers

Colleagues at Bernstein Private Wealth Management

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

JO Jennifer Ostberg, Cfp®, Cap® Jennifer Ostberg, Cfp®, Cap® Colleague at Bernstein Private Wealth ManagementBoston, Massachusetts, United States View → JL Jeffrey Lewis Ii, Cfp® Jeffrey Lewis Ii, Cfp® Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States View → AV Anthony V. Thompson, Cfp ® Anthony V. Thompson, Cfp ® Colleague at Bernstein Private Wealth ManagementNew York, United States View → AA Arnold Adlin Arnold Adlin Colleague at Bernstein Private Wealth ManagementNew York, United States View → BG Bert Ginsberg Bert Ginsberg Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States View → JF Jordan Fandry, Cfp® Jordan Fandry, Cfp® Colleague at Bernstein Private Wealth ManagementHouston, Texas, United States View → KK Kevin Kapustka Kevin Kapustka Colleague at Bernstein Private Wealth ManagementChicago, Illinois, United States View → JG Jared Goldsmith Jared Goldsmith Colleague at Bernstein Private Wealth ManagementNew York, United States View → HL Halley Love Halley Love Colleague at Bernstein Private Wealth ManagementNew York, United States View → C( Carrie (Polen) Jenkins Carrie (Polen) Jenkins Colleague at Bernstein Private Wealth ManagementNashville, Tennessee, United States View →
2 education records

Steven Bergdoll education

Bachelor Of Business Administration, Corporate Finance & Investment Banking

University Of Texas
FAQ

Frequently asked questions about Steven Bergdoll

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

What company does Steven Bergdoll work for?

Steven Bergdoll works for Bernstein Private Wealth Management.

What is Steven Bergdoll's role at Bernstein Private Wealth Management?

Steven Bergdoll is listed as Vice President | Manager at Bernstein Private Wealth Management.

What is Steven Bergdoll's email address?

AeroLeads has found 1 work email signal at @bernstein.com for Steven Bergdoll at Bernstein Private Wealth Management.

Where is Steven Bergdoll based?

Steven Bergdoll is based in Houston, Texas, United States while working with Bernstein Private Wealth Management.

What companies has Steven Bergdoll worked for?

Steven Bergdoll has worked for Bernstein Private Wealth Management, Morgan Stanley Smith Barney, and Img Financial Group.

Who are Steven Bergdoll's colleagues at Bernstein Private Wealth Management?

Steven Bergdoll's colleagues at Bernstein Private Wealth Management include Jennifer Ostberg, Cfp®, Cap®, Jeffrey Lewis Ii, Cfp®, Anthony V. Thompson, Cfp ®, Arnold Adlin, and Bert Ginsberg.

How can I contact Steven Bergdoll?

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

What schools did Steven Bergdoll attend?

Steven Bergdoll holds Bba, Finance from Texas Mccombs School Of Business.

What skills is Steven Bergdoll known for?

Steven Bergdoll is listed with skills including Investments, Portfolio Management, Alternative Investments, and Wealth Management.

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