Marc Bernstein Location
Buffalo, NY, US
Marc Bernstein Work
- 2022 - now President and Co-Founder @ Stone Creek Advisors, LLC
- 2022 - now President and Co-Founder @ Stone Creek Advisors, LLC
- 2017 - 2022 Partner and Vice President, Business Development @ Sandhill Investment Management
- 2004 - 2017 Vice President and Client Consultant @ Manning & Napier
- 2002 - 2004 Regional Sales Manager @ RBS Lynk
- 1997 - 2001 Vice President of Administration @ Sam-Son Logistics Inc
- 1995 - 1997 President @ Magna Marketing Specialists, Inc.
Marc Bernstein Education
- University at Buffalo
Bachelor’s Degree (Psychology)
1991 - 1995
Marc Bernstein Skills
- Client Relations
- New Business Development
- Investment Management
- Legacy Planning
- Wealth Management Services
- Portfolio Management
- Strategic Planning
- Customer Service
- Management
- Leadership
Marc Bernstein Summary
Marc Bernstein, based in Buffalo, NY, US, is currently a President and Co-Founder at Stone Creek Advisors, LLC. Marc Bernstein brings experience from previous roles at Stone Creek Advisors, LLC, Sandhill Investment Management, Manning & Napier Advisors and RBS Lynk. Marc Bernstein holds a 1991 - 1995 Bachelor’s Degree in Psychology @ University at Buffalo. With a robust skill set that includes Client Relations, New Business Development, Investment Management, Legacy Planning, Wealth Management Services and more. Marc Bernstein has 2 emails on RocketReach.
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