Anne K. Bucciarelli, CFA

Anne K. Bucciarelli, CFA

Director—Wealth Strategies Group

14 Years at AB
16 Years of experience

Anne K. Bucciarelli is a 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.

Don’t Need Your IRA Required Minimum Distribution? Donate It.
A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Philanthropy, Wealth Planning


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Americans Are in a Giving Mood

Americans Are in a Giving Mood

by Anne Bucciarelli
Philanthropy hit an all-time high in 2017. Americans gave over $400 billion last year, up more than 5% from the prior year. Even more interesting, almost all types of organizations saw an uptick in donations, primarily from individuals, who contributed the lion’s share. We look at some key findings from the 2018 Giving USA report on where the dollars are going and the growth of donor-advised funds.

Philanthropy, Wealth Planning


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Donor-Advised Funds: Utility Players of the Giving World
Five Financial Mistakes to Avoid in College
Serial Entrepreneurs: Cashing in and Starting Over

Serial Entrepreneurs: Cashing in and Starting Over

by Anne Bucciarelli, Ashley E. Velategui
Serial entrepreneurs often struggle to solve very complex financial problems. When they get a rich offer for their businesses, they typically want to upgrade their life styles, save for their own and their children’s futures, give money to charity—and fund their next ventures. Here’s how one hypothetical couple, drawn from client experience, put together their plan.

Wealth Planning


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Measuring the Actual Value of Your Giving Prowess
Cash Isn’t Always King

Cash Isn’t Always King

by Anne Bucciarelli
When it comes to accepting donations, most charities are pretty flexible. As long as a contribution has a positive monetary value, the recipient is unlikely to quibble. Yet even though charities may not seem overly selective, that’s not to say donors shouldn’t be.

Wealth Planning


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Striving for a Better World

Striving for a Better World

by Anne Bucciarelli
Giving Day, the Tuesday after Thanksgiving, is fast approaching and with it the year-end charitable-giving season kicks off in earnest. In light of that, here is the response to one of the most common refrains we hear as we work with clients to structure their giving programs: “How can I ensure that my gifts truly make an impact?”

Philanthropy, Wealth Planning


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Should I Pay Down My Debt?
Look Before You Leap onto a Non-Profit Board

Look Before You Leap onto a Non-Profit Board

by Andrea Ross, Anne Bucciarelli

If you’re wealthy and charitably inclined, you’re likely to be asked to join a nonprofit organization’s board at some point. Serving on a board may be a wonderful experience and give you an opportunity to do much good, but it’s a big commitment—and it may pose legal and ethical issues. We suggest you ask yourself and the organization several key questions.

Philanthropy, Wealth Management


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How Can I Possibly Plan at Age 30?
For Donors, Sometimes ‘Both’ Is the Best Answer

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