David Romans Principal, Financial Advisor, Vice President - Bernstein Global Wealth Management
Bernstein has been managing assets on behalf of clients for over 40 years. We are widely regarded as a premier research firm and our research is used to benefit our clients.
(310)286-6028 (310)286-6053 Fax
1999 Avenue of the Stars Los Angeles, CA 90067-6040 -
MAP
We define success as understanding and meeting our client's goals, and identifying the trade-off between risk and return tailored to their long term objectives designed to secure their financial comfort. Our success depends on our clients' success. We do no proprietary trading. We suffered no losses from sub-prime lending since we are not a bank. Our business is investment research and management: financial problem solving and money management for our clients.
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High net worth families and business owners
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Charities
Mentor to 4 - 5 undergraduate students at. USC each school year
Graduate Degrees
Marshall School of Business, MBA, conc in portfolio management
College Degrees
Fairfield University, B.S. in mathematics
Speaking/Teaching
Experience
CalSociety CPAs:Maximizing pers wealth when selling a business.
Organizations
Board Member, Marshall School of Business Alumni Association
