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Bernstein private wealth management gets new Tampa head

1 June 2020

Karen Jones

Joel Stevens returns to Bernstein Private Wealth Management to head up Tampa operations and growth in the region, returning from New York where he was Senior Managing Director.

“Tampa has consistently been an area of opportunity since we opened our office nearly 20 years ago, and we are very excited about the growth and wealth momentum taking place in the region. Tampa is one of the fastest evolving markets in the country for wealth creation driven by its ability to attract entrepreneurs, business owners and younger professionals,” said David Barnard, Head of Private Wealth Management. “Joel, as an accomplished leader and the original founder of the Tampa office, has deep roots in the local community, and is passionate about helping individuals and institutions.”

Joel Stevens, Head Bernstein Private Wealth Management’s Tampa Office

Joel will bring more than three decades of industry experience to the role. 

“Opening Bernstein’s Tampa office in 2004 taught me a great deal about leadership and cultivating a relentless yet collaborative culture.  I’m excited to be back in Tampa to build on and expand the office’s strong foundation. The number one asset of a company like ours is its people, and I aspire to enhance the culture, growth, diversity and inclusion of our Tampa office,” said Stevens.

Stevens joined Bernstein in 1994 as an Associate in West Palm Beach and was a top Advisor from 1997 to 2003. He served as Managing Director of the Tampa office from 2004 to 2007 until he became a Senior Managing Director in the southeast, responsible for the firm’s private client practice across the region, from 2008 to 2010. Prior to today’s appointment, Stevens most recently served as Senior Managing Director, overseeing the firm’s New York private wealth operations. He holds a BS in applied economics from Cornell University, where he serves as a Cornell Externship Program host, while being in his second term as a Class of 1991 Officer.

 

About Bernstein:

Founded more than 50 years ago, Bernstein Private Wealth Management, a unit of AllianceBernstein L.P. (AB), provides investment planning advice and services to individuals, families, endowments, foundations, and other financial guardians, so that they can reach their long-term investment objectives. Our global research enables us to customize a portfolio that suits any investment goal, income need, tax situation or tolerance for risk. The firm managed $86 billion in assets as of March 31, 2020

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