asset manager
Bernstein Private Wealth Management
In network coverage since August 21, 2026 · 11 stories
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Lumina Wealth Partners
Aug 31 · to UBS
Network coverage
RIA
Bernstein's Jennifer Goode says childless clients are underserved by estate-planning defaults
InvestmentNews, citing Federal Reserve research, reports childless adults have median net worth significantly above the general population but are far less likely to have a will.