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
- 2022 -now President and Co-Founder @
- 2022 -now President and Co-Founder @
- 2017 -2022 Partner and Vice President, Business Development @
- 2004 -2017 Vice President and Client Consultant @
- 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
- 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
Jonathan Domino
Vice President and Investment Advisor
New York, United States
Nicole Newman
Vice President and Investment Advisor
Rochester, NY, US
Peter Borello
Director of Investments and Partner
Buffalo, NY, US
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