Beata D. Kirr

Beata D. Kirr

National Managing Director—Head of Private Client Core Asset Strategies

11 Years at AB
20 Years of experience

Beata D. Kirr is a National Managing Director in the Chicago office, and was appointed Head of Private Client Core Asset Strategies in 2017. She is a member of Bernstein’s Private Client Investment Policy Group, which oversees strategic asset allocation for our high-net-worth, nonprofit and family office clients. Prior to joining the firm in 2007, she was a director at Harris Alternatives, a global fund of hedge funds, where she advised investment consultants and institutions on the firm’s offerings. Previously, Beata was with Goldman Sachs, where she advised clients in the institutional equities, M&A and equity capital markets divisions, from their New York, London and Chicago offices. She holds a BS in economics (magna cum laude) from the Wharton School at the University of Pennsylvania and an MBA from the Kellogg School of Management at Northwestern University. Beata has provided market commentary for the Chicago Tribune, WGN News, NPR and the Wall Street Journal. She is passionate about helping women investors succeed, speaks frequently to women’s groups nationally, and is the host of Bernstein Insights “Women & Wealth” podcast series. Beata is also on the Leadership Committee of Women Employed. She is the proud mom of two energetic kids and tries to find time to read great books and travel.

Learn About Investing—You Can’t Afford Not To
Budgeting Boot Camp

Budgeting Boot Camp

by Beata Kirr, Tara Thompson Popernik
How do you decide what to spend today, this month, or this year? Rather than make a series of ad hoc decisions, a budget can help you weigh all your needs and desires against your income—and set priorities. Creating a budget can also help you save for bigger-ticket items, like a new car, travel, or paying down debt.

Wealth Planning


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Bookmarks
Women Building Wealth: Five Things You Need to Know
ESG Research is Essential for Frontier Markets
Empowering Women Investors
Getting in On the Ground Floor
The Facts of Life for Female Investors
The Facts of Life for Female Investors

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