Emily Neubert is a Director in Bernstein’s Wealth Strategies Group. Emily works closely with high-net-worth families, family offices, foundations and endowments, and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, and diversification planning for holders of concentrated portfolios. Emily is also a member of the Family Engagement team, which helps families explore the transfer of wealth-related values and knowledge. She joined Bernstein in 2012, as a private client associate in the firm’s Los Angeles office. In 2015, she joined the Wealth Strategies Group as an analyst. Later in 2015, Emily relocated to the Denver office. Prior to joining the firm, she spent seven years in the Financial Services industry at JPMorgan Securities and also at UBS. Emily earned her BS in economics from Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ professional since 2012 and is a 21/64 Certified Advisor.
- Director / Vice President
- AB Bernstein
- Coaching | Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Fundraising and Donor Engagement | Governance and Succession Planning | Teen and Youth Philanthropy | Wealth Management | Women and Giving
- 21/64 Approach Training