Director—Wealth Strategies Group
Daniel L. Brunello is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Houston office. He consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and not-for-profit entities. These topics include trust and estate planning techniques, planning for the sale of a business, managing executive compensation awards, maximizing benefits from charitable planning vehicles and applying various other tax management strategies. Prior to joining the firm in 2004, Daniel worked at UBS Financial Services as a financial advisor, and earlier, for Sanders Morris Harris as an institutional sell-side equity analyst covering the retail sector. He earned his BBA in finance from the University of Texas at Austin, and his MBA from the Jones Graduate School of Business at Rice University. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Exit Planning Advisor and a member of the Houston Business and Estate Planning Council. He has published articles regarding various planning topics in journals including Tax Notes and Bloomberg BNA Estates, Gifts and Trusts, and has published blogs on Bernstein.com. In his free time, Daniel enjoys spending time with his wife and three children in the great outdoors and is a leader in his son’s Boy Scout troop.