Robert Bernstein Location
Miami, FL, US
Robert Bernstein Work
- 2003 - now Founder, CEO and Managing Member @ PRISM Family Office, LLC
- 2008 - now Co-Founder and Chairman of the Board @ Guitars Over Guns
- 2010 - now Board Of Directors @ Fay Financial
- 2017 - now Board of Trustees, PFM Asset Management @ U.S. Bank
- 2022 - 2022 Co-Chairman, 2022 Stanford Summit: Next Generation Leadership on Sustainability and Social Impact @ Stanford University
- 2011 - 2020 Co-Founder, Chief Investment Strategist, Envestnet Retirement Solutions @ Envestnet, Inc
- 1994 - 2003 Managing Partner, Global Head of Emerging Markets, Brinson Partners and UBS Asset Mgmt. @ UBS Group AG
- 1983 - 1993 Managing Principal, SVP and Global Head of Fixed Income, Delaware Investments @ Macquarie Group
- 1979 - 1983 Partner @ ENI Oil and Gas
- 1976 - 1979 Key Account Executive, General Systems Division @ IBM
Robert Bernstein Education
- The Wharton School
BS Economics, Summa Cum Laude, Finance and Entrepreneurial Management (Summa Cum Laude)
1972 - 1974
Robert Bernstein Skills
- Alternative Investments
- Hedge Funds
- Investments
- Emerging Markets
- Private Equity
- Asset Managment
- Asset Allocation
- Equities
- Valuation
- Financial Markets
Robert Bernstein Summary
Robert Bernstein, based in Miami, FL, US, is currently a Founder, CEO and Managing Member at PRISM Family Office, LLC. Robert Bernstein brings experience from previous roles at Guitars Over Guns, Fay Financial, U.S. Bank and Stanford University. Robert Bernstein holds a 1972 - 1974 BS Economics, Summa Cum Laude, Finance and Entrepreneurial Management in Summa Cum Laude @ The Wharton School. With a robust skill set that includes Alternative Investments, Hedge Funds, Investments, Emerging Markets, Private Equity and more. Robert Bernstein has 4 emails and 3 mobile phone numbers on RocketReach.
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25+
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