A global investor and flexible thinker, I manage money for uniquely successful dynamic individuals applying their expertise with passion to scalable positive transformation. They are usually private business owners whose companies are in high growth stages or anticipating a liquidity event. I help them simplify complex financial issues and with pre-transaction and succession planning through holistic, active engagement. Clients are often first generation wealth creators, multi-generational (often global) families, and organizations supporting breakthrough initiatives (in healthcare, technology, music, science). I aim to inspire them to be confident in their financial decisions and do good

Rudi K Dubois
Vice President, Private Wealth
Bernstein Private Wealth Management
United States, New York, New York
About Me
Profile Information
Vice President, Private Wealth
Bernstein Private Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jul 31, 2024
Work Experience
Bernstein Private Wealth Management
Vice President, Private Wealth Mar 2020 - Present
Email: rudi.dubois@bernstein.com
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