Since its founding over 50 years ago, Bernstein has focused solely on investment management and research for clients, which aligns our interests with theirs and makes us fully accountable for their outcomes. Bernstein can deploy a comprehensive range of investment strategies, cutting-edge investment planning, and risk-management services to help each client reach their goals.

As a Financial Advisor at Bernstein Private Wealth Management, Mr. List works directly with his clients to make their money meaningful and help realize their passions, impact, and legacy.