Anne K. Bucciarelli, CFA

Anne K. Bucciarelli, CFA

Director—Wealth Strategies Group

16 Years at AB
18 Years of experience

Anne K. Bucciarelli is an SVP and Director of the Wealth Strategies Group and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions. Anne leads Bernstein’s Philanthropy team, which is responsible for providing investment advice and solutions to philanthropic individuals and next-generation wealth owners. She also heads the Family Engagement and Education Services team, which helps families explore the transfer of wealth-related values and knowledge. She has been the author of and a contributor to the firm’s published research on several topics. Anne joined Bernstein in 2004, became an analyst in the Wealth Strategies Group in 2006 and assumed her current position in 2014. She earned her BA in finance and information systems from Loyola University of Chicago, magna cum laude and with honors. A Chartered Financial Analyst charterholder since 2011, she is also a member of the CFA Society New York. She also holds certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA), Family Wealth Advising (CFWA) and Advanced Family Wealth Advising (ACFWA) and is a 21/64 Certified Advisor. Anne is a board member of Baby Quest Foundation and a founding member of the American Brain Foundation Ambassador Program.

Hit the Big Time? Create a Legacy While Supporting Your Family
The Secret to Divvying Up Assets? Communication
The Secret to Families that Retain Their Wealth? Values
What You Can Do to Tackle Social Injustice

What You Can Do to Tackle Social Injustice

by Anne Bucciarelli, Emily Neubert, James Thompson
Recent national protests have raised society’s awareness about social injustice and systemic inequity. And in today’s interconnected world, even elementary-school-age children have likely seen events unfold in real time. How can you productively explore the issues and engage your family to be part of the solution?

Athletes & Entertainers, Diversity & Inclusion, Family Engagement


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Lending a Hand from Afar
Concerned About Concentration? You Have Options
Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

Which Charitable Gifts Give the Best Tax “Bang for the Buck”?

by Anne Bucciarelli
Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning


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Philanthropy in Motion
Two Charitable Vehicles That Go Hand in Hand

Two Charitable Vehicles That Go Hand in Hand

by Anne Bucciarelli, Jennifer Ostberg
How do you choose between starting a private nonoperating foundation and a donor-advised fund? In many ways, they are quite similar. They can be perpetual in nature and allow you to establish a legacy, engage your family in your giving program, and pass on your philanthropic values to your next generation. But there are some key differences.

Athletes & Entertainers, Business Owners, Philanthropy, Women & Wealth


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Are Your Heirs Engaged?
Are Your Heirs Prepared?
Stocks, Mutual Funds, or ETFs —Uh?
Don’t Need Your IRA Required Minimum Distribution? Donate It.

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