Bradford Bernstein, CFP®, CPWA®, CIMA®, is a Managing Director at UBS Private Wealth Management, where they have provided comprehensive wealth management advice for over two decades. Since joining UBS in 2002, Bradford has served as a Private Wealth Advisor and Senior Portfolio Manager, delivering critical insight and personalized strategies to high-net-worth clients, families, institutions, and charities. Bradford holds a Bachelor of Arts from Boston University, along with certifications in financial planning and investment management from prestigious programs at Boston University and the University of Pennsylvania - The Wharton School.
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