Robert Bernstein Email & Phone Number
Founder, CEO and Managing Member
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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 @
- 2010 -now Board Of Directors @
- 2017 -now Board of Trustees, PFM Asset Management @
- 2022 -2022 Co-Chairman, 2022 Stanford Summit: Next Generation Leadership on Sustainability and Social Impact @
- 2011 -2020 Co-Founder, Chief Investment Strategist, Envestnet Retirement Solutions @
- 1994 -2003 Managing Partner, Global Head of Emerging Markets, Brinson Partners and UBS Asset Mgmt. @
- 1983 -1993 Managing Principal, SVP and Global Head of Fixed Income, Delaware Investments @
- 1979 -1983 Partner @ ENI Oil and Gas
- 1976 -1979 Key Account Executive, General Systems Division @
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
- Fund Of Funds
- Corporate Finance
- Investment Management
- Investment Strategies
- Start-ups
- Venture Capital
- Investment Banking
- Investment Advisory
- Financial Analysis
- Strategy
- Mergers & Acquisitions
- Capital Markets
- Due Diligence
- Wealth Management
- Entrepreneurship
- Wealth Management Services
- Structured Finance
- Strategic Financial Planning
- Trading
- Private Placements
- Portfolio Management
- Investor Relations
- Fixed Income
- Financial Advisory
- Family Office
- Economics
- Global Health
- Mergers and Acquisitions
- Marketing
- Change Management
- Strategic Planning
- Business Analysis
- Start Ups
- Microsoft Office
- Management
- Research
- Training
- Startups
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 on RocketReach.
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Others Named Robert Bernstein
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