Marc Bernstein Location

Buffalo, NY, US

Marc Bernstein Work

  • 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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