Bernstein Private Wealth Management serves as confidants to some of the world’s most innovative entrepreneurs and astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. Our advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams, destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.  



Joseph Septimus

Alliance Bernstein
[email protected]
+1 (212) 823 3033

Thomas J. Pauloski, J.D.

National Managing Director
Wealth Strategies
Alliance Bernstein
[email protected]
+1 (216) 263 8021