Matthew Palazzolo is a Senior Vice President and member of Bernstein’s Private Client Investment Policy Group. He is responsible for working closely with the firm’s Private Clients and their Financial Advisors to construct optimal asset allocations, as well as provide advice and insights across multiple asset classes and geographies. Prior to joining Bernstein in 2010, Matthew was Director of Research and Portfolio Manager for Inverness Counsel, a high-net-worth and institutional asset manager in New York. He was also a member of the firm’s Investment Committee. His responsibilities included overseeing the firm’s equity research effort and was part of the team that managed the firm’s inst
Matthew David Palazzolo
Senior Vice President and Senior Investment Strategist
Bernstein Private Wealth Management
United States, New York, New York
About Me
Profile Information
Senior Vice President and Senior Investment Strategist
Bernstein Private Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Aug 12, 2024
More profiles to browse
Stephen Lewis
Principal - Senior Investment Advisor and National Director of Client Experience
SL
Sharon Lewis
Senior Vice President

Rudi K Dubois
Vice President, Private Wealth
JV
J.P. Versace, Jr.
Principal
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST