Paul D. Wilson

Paul D. Wilson is a Financial Advisor in the New York office of Bernstein Global Wealth Management. Drawing on his more than 25 years of experience in business development, management and sales, he advises high-net-worth families and fiduciaries associated with trusts, foundations, endowments and pension plans. In this capacity, Paul also works closely with his clients’ trusted tax and legal advisors on all related matters. He joined the firm in 2005 and was appointed Principal in 2012. Previously, Paul was vice president and head of North American sales for Tangram Enterprise Solutions, an information technology company specializing in asset management solutions. Prior to this, he was with Bell & Howell for seven years, where he was a regional sales director and global accounts manager with a primary focus on the finance and banking industry sectors. Paul studied at the University of Auckland in New Zealand.

Capabilities n Asset-allocation advice n Risk management n Tax planning n Retirement planning n Multigenerational wealth planning n Philanthropic planning n Planning for the sale of a business n Single stock and stock options planning n Pension solutions n Foundations and endowments n Investment solutions for corporate executives Community Paul serves on the board of CBM-US, a philanthropic organization dedicated to improving the quality of life for the blind and disabled in developing countries around the world. He is also active in the Estate Planning Committee of North Shore–Long Island Jewish Health System. Paul makes his home in Rockville Centre with his wife, Lisa, and their three daughters.

About Bernstein – Bernstein Global Wealth Management, a unit of Alliance Bernstein L.P., is an investment firm that has focused solely on research and investment management since 1967. Our clients are individuals and families, business owners, foundations and other financial guardians. Bernstein offers a full range of investment services in all the world’s major markets, with centralized portfolio management so that all our clients benefit from our best investing ideas. We emphasize planning, portfolio customization and tax management so our clients can meet their investment goals without undue risk or tax burden. As a discretionary money manager, we are bound by fiduciary responsibility to our clients; our mission is to help them limit risk and reach their goals across market cycles.