Eric Bernstein

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Eric Bernstein focuses on private markets and the role alternative investments can play in a broader wealth plan. He works with families and business owners on investment selection, manager review and capital allocation decisions. His experience includes entrepreneurial ventures, pooled investment vehicles and earlier management consulting work.

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Areas of focus

Private markets · Alternative investments · Investment due diligence · Business owners

Credentials recorded in sources

CAIA®

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Fees & compensation

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2026-09-16 · Published in the linked professional biography.

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Portrait source

Photo matched to official biography · 2026-09-16

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Wealthspire

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Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.

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