SW

Stephen West

Principal

Stephen West is a Principal at AB Bernstein, specializing in wealth management for business owners, executives, and multi-generational families. Beginning their career with internships at ECS Billing & Consulting and Cedar Point Food Services Division, they subsequently held various positions at AB Bernstein, including Private Client Associate and Vice President, before reaching their current role. They have a strong focus on investment and wealth planning advice and work to ensure clients' financial goals are met across market cycles. Stephen earned a degree from Heidelberg University, graduating in 2008.

Location

Cleveland, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices