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Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management
Manage episode 459996002 series 3410815
Treść dostarczona przez Robert Morier. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Robert Morier lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike.
Clare shares insights into Bernstein's "OCIO Plus" model, where outsourced CIO services go beyond traditional offerings to include holistic advice on investment and spending policies.
Learn how Bernstein works with individual families to craft tailored investment and philanthropic solutions that align with their values and goals.
We also delve into Bernstein's investment philosophy, which balances in-house capabilities with carefully selected external managers to deliver customized solutions. Clare explains how the firm's 60-year history in investment management enables them to address complex client needs with a combination of transparency, efficiency, and a commitment to results.
From creating bespoke strategies for nonprofits to empowering families to make meaningful change, Clare's passion for combining mission and money shines through.
Don't miss this inspiring conversation to start your year with purpose and performance.
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