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Bernstein Private Wealth Names Head Of Philly Office

Eliane Chavagnon Editor - Family Wealth Report June 26, 2015

Bernstein Private Wealth Names Head Of Philly Office

The firm for the ultra high net worth has named its former Philadelphia principal as a director.

Don Braun has been named as director of Bernstein’s private wealth office in Philadelphia, PA, where he was previously a principal.

Braun will lead the regional office, overseeing a team of advisors as well as helping to expand the firm’s footprint.

He joined the firm in 2005 and was appointed as a principal in 2010. Earlier, he served for ten years as vice president of a privately-held family business at Greater Media, where his responsibilities included strategic planning, budgeting, and analyzing cash-flow projections for companies targeted for acquisition.

Bernstein is an investment advisor to high net worth families and institutions, trusts, estates, foundations, endowments and pension plans.

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