CoverProfile

David Greene

Principal and Financial Advisor

Bernstein Private Wealth Management

United States, Virginia, Vienna

About Me

My focus in my career has shifted from making money to managing money to making money meaningful. Making money isn’t easy. Nor is managing money. Managing money is a job – an important job. Making money meaningful is a calling. Before coming to Bernstein, I led a division of a publicly traded company and then founded or co-founded a series of start-up companies. I understand the needs of corporate leaders and entrepreneurs because I have walked a mile in their shoes. Success comes from the ability to focus. When I was managing my businesses, I focused my attention on making those businesses successful. Today, my clients have the peace of mind that comes from knowing that I am focused on p

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Profile Information

Principal and Financial Advisor

Bernstein Private Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Vienna

Virginia

United States

Nov 5, 2025

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