Marc Bernstein
I have been working in the investment industry for two decades. My focus is on creating custom solutions to meet the individual goals and objectives of each client. I take great pride in my work and continuously strive to add value for my clients. It is extremely fulfilling to be able to help interested parties find the most suitable solutions to meet their needs. My deep respect for and commitment to my clients has allowed me to build many meaningful and lasting relationships.
I greatly enjoy spending time with my family, and my hobbies include reading, watching movies, and being a huge Buffalo Bills fan.
2022
5-9 Employees
Schwab
All
Buffalo, NY as well as all around the country
3
I spent 13.5 years as Vice President-Client Consultant for Manning & Napier, a Rochester, NY based investment management firm and the largest in New York State outside of Wall Street in which I was responsible for servicing approximately $1.1B in client assets and ensuring my clients were positioned appropriately to achieve their respective goals and objectives. I was then recruited by and joined Sandhill Investment Management, an asset manager located in Buffalo, NY, as a Partner and Investment Advisor. I had great success in my approximately 5 years with Sandhill. Following the pandemic, after extensive study and research and study, I came to the inevitable and painful conclusion that the macroeconomic environment had/has fundamentally changed and that I no longer had the necessary tools to help my clients to successfully navigate the new environment we now live in. This lead my Partner and our Chief Investment Officer, Kasey Wopperer, whom was a colleague of mine at Manning & Napier to form Stone Creek Advisors in July 2022. We believe that as a result of the massive shifts in the macroeconomic environment, economic and market cycles will be significantly shorter than they have been for the past four decades and as a result, investors have to be much more active and nimble with a focus on risk management in order to successfully achieve their respective goals and objectives.
Businesses, Individual Investors, Non-Profit Organizations
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses
Bonds, FOREX & Currency, Stocks, Alternative Investments, Commodities
Yes
Your Office, Your Home
Fee-Only
Based on Assets
1
170
100
170
220
170
170
100
$260,000,000
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