Lisa Stone Email & Phone Number
Principal, Senior Investment Advisor Group @ Bernstein Private Wealth Management
5 free lookup(s).
No credit card required.
Lisa Stone Location
- New York, NY, US
Lisa Stone Work
- 2004 - now Principal, Senior Investment Advisor Group @
- 1999 - 2004 Sales Manager @
- 1991 - 1999 Sales Director, The Americas @ Inventure America (formerly known as Astrogamma Inc)
Lisa Stone Education
- Smith College 1987 - 1991
Lisa Stone Skills
- Series 7
- Series 63
- Capital Markets
- Finance
- Investments
- Alternative Investments
- Fixed Income
- Portfolio Management
- Financial Modeling
- Asset Allocation
- Investment Advisory
- Equities
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Private Equity
- Strategic Financial
- Securities
- Hedge Funds
- Investment Management
Lisa Stone Summary
- Lisa Stone, based in New York, NY, US, is currently a Principal, Senior Investment Advisor Group at Bernstein Private Wealth Management. Lisa Stone brings experience from previous roles at Misys and Inventure America (formerly known as Astrogamma Inc). Lisa Stone holds a 1987 - 1991 Smith College. With a robust skill set that includes Series 7, Series 63, Capital Markets, Finance, Investments and more. Lisa Stone has 2 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Lisa Stone?
Find contact details for 700 million professionals.
Others Named Lisa Stone
Lisa Stone
Managing Director
United Kingdom
Lisa Stone
Owner
Kirkland, WA, US
Lisa Stone
General Manager
Fultondale, AL, US
Lisa Stone
Physician - Endocrinologist
Wenatchee, WA, US
Lisa Stone
GLOBAL STRATEGIC DEIB LEADER
Washington, DC, US
Lisa Stone
Purchasing Manager
Saratoga Springs, NY, US
Lisa Stone
Managing Partner
Phoenix, AZ, US
Lisa Stone
Senior Commercial Lines Account Manager, Vice President
Sturbridge, MA, US
Top Bernstein Private Wealth Management Employees
Justine Marino
Vice President, Marketing Strategy Director
New York, NY, US
Darren Menaker
Managing Director
Los Angeles, CA, US
Samuel Heyman
Vice President and Wealth Advisor
New York, NY, US
Troy Niehaus
Managing Director
Kirkland, WA, US
Marshall Butler
Senior Vice President
New York, NY, US
Jeffrey Leclair
Vice President
Boston, MA, US
Cecily Bolding
Managing Director
Texas, United States
Christopher Opie
Managing Director, SVP and Co-Head Global Families
Washington, DC, US
Gregory Kadet
Managing Director, SVP - Rocky Mountains
Denver, CO, US
Kristine Wexler
Managing Director | Principal
San Diego, CA, US
Alex Chaloff
Chief Investment Officer
Los Angeles, CA, US
Steve Schilling
Managing Director
San Francisco, CA, US
Alison Smith
Managing Director
New York, NY, US
Jim Murphy
Managing Director
Darien, CT, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co