Evan List serves as a Principal and Wealth Advisor at Bernstein Private Wealth Management, where he leverages over a decade of experience to provide tailored financial strategies for a diverse clientele, including U.S. and global families, as well as high-net-worth individuals without formal family offices....
Evan List serves as a Principal and Wealth Advisor at Bernstein Private Wealth Management, where he leverages over a decade of experience to provide tailored financial strategies for a diverse clientele, including U.S. and global families, as well as high-net-worth individuals without formal family offices. His unique journey, which began with aspirations of becoming a Rabbi, has instilled in him a profound appreciation for the narratives and values that shape each family's financial goals. This deep partnership approach allows Evan to cultivate meaningful relationships with his clients, ensuring that their investment strategies align with their personal stories and aspirations.
At Bernstein, Evan is instrumental in deploying a comprehensive range of investment strategies, focusing on asset allocation, alternative investments, and wealth planning. His expertise extends to advising athletes and entertainers, where he navigates the complexities of financial management in high-stakes environments. By integrating cutting-edge investment planning and risk-management services, Evan empowers his clients to make informed decisions that reflect their unique circumstances and long-term objectives.
Evan's commitment to understanding the intricacies of each family's situation sets him apart in the competitive landscape of private wealth management. His ability to blend financial advisory with a deep understanding of entrepreneurship and nonprofit organizations further enhances his service offering, allowing him to address the multifaceted needs of his clients. As a trusted advisor, Evan List continues to exemplify Bernstein's mission of aligning interests and ensuring accountability for client outcomes, making a lasting impact on the financial well-being of those he serves.
