Built solely on research based investment management

Be focused on really being good at what you do
1535_ 4/22/14 - Since the 60s, Bernstein a New York based fund, has been built solely on research based investment management. That singular focus has led them to become one of the biggest companies and one of the biggest public firms in that arena. We're talking with Ward Cerny, Vice President, Bernstein Global Wealth Management and he said, "We've just focused on really being good at what we do and not all the other things that cause conflicts to our investment management clients, such as lending, mergers and acquisitions, having a proprietary trading desk. We just want to focus on ensuring the best outcome for our clients, the fiduciary, and that's what we do." For Ward's part, he is an advisor to individuals, foundations and endowments and in his niche of specialty is "helping business owners, in particular, plan out how their companies and transactions in relation to their companies, is going to benefit them. Transactions like selling a majority or the entirety of their company or buying another company, how is that going to affect them personally? How is it going to affect their goals and help them achieve what they want to get out of their professional lives?" That is quite a tall order. Ward said, "Another hurdle to overcome is most entrepreneurs feel very comfortable taking a ton of risk and having all their eggs in the business basket - just trying to get them to diversify so that their financial future is a lot more secure." Listen for more...
RELATED LINKS: AllianceBernstein || ACG Denver || M&A Channel || PodCast Directory || KEYWORDS: Ward Cerny, AllianceBernstein, Wealth Management, Corporate Heads, Professionals, Business Community, Private Equity, Investment Bankers, Association for Corporate Growth, ACG Denver, bytes=6130941
LISTEN TO: Ward Cerny, Vice President, Bernstein Wealth Management

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