Marc Bernstein Email & Phone Number
President and Co-Founder @ Stone Creek Advisors, LLC
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Marc Bernstein Location
- Buffalo, NY, US
Marc Bernstein Work
- President and Co-Founder @ (July 2022 - Present)
- President and Co-Founder @ (July 2022 - Present)
- Partner and Vice President, Business Development @ (November 2017 - July 2022)
- Vice President and Client Consultant @ (June 2004 - November 2017)
- Regional Sales Manager @ RBS Lynk (January 2002 - January 2004)
- Vice President of Administration @ Sam-Son Logistics Inc (January 1997 - January 2001)
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
- Asset Management
- Financial Analysis
- Insurance
- Mutual Funds
- Financial Services
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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Top Stone Creek Advisors, LLC Employees
Marc Bernstein
President and Co-Founder
Buffalo, NY, US
Jonathan Domino
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New York, United States
Nicole Newman
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Rochester, NY, US
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