Associate Director—Wealth Strategies Group
Emily Neubert is an Associate Director with the Wealth Strategies Group. Emily works closely with high-net-worth families, family offices, foundations and endowments, and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy and diversification planning for holders of concentrated portfolios. Emily is also a member of the Family Engagement team, which helps families explore the transfer of wealth-related values and knowledge. She joined Bernstein in 2012, as a private client associate in the firm’s Los Angeles office. In 2015, she joined the Wealth Strategies Group as an analyst. Later in 2015, Emily relocated to the Denver office. Prior to joining the firm, she spent seven years in the Financial Services industry at JPMorgan Securities and also at UBS. Emily earned her BS in economics from Pennsylvania State University. She is a 21/64 Certified Advisor and a CERTIFIED FINANCIAL PLANNER™ professional since 2012.