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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-09 |
| CT | RA | APPROVED | 2022-01-12 |
| TX | RA | APPROVED | 2022-01-12 |
| OH | RA | APPROVED | 2021-11-17 |
| ME | RA | APPROVED | 2021-07-15 |
Branch Locations
One Post Office Square 35Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein | New York | NY | 06/2006 | Present |
1) The Harvard Club of Boston; investment related?:yes; 374 Commonwealth Avenue, Boston, MA, 02215; Member of Board of directors; To provide strategic direction for the club staff to implement. Role on investment committee is to oversee asset managers performance, allocation, etc.; start date: 4/1/2016 // 2) Boston Lyric Opera; 133 Federal Street, Boston, MA 02110; Charity; Cultural Establishment; Producing Opera performances; I perform the following duties: Board of Advisors (non-fiduciary), Finance Committee member (We provide thoughts and direction on the financial shape of the organization), and Investment Committee member (We work with the organizations investment manager to provide guidance over Foundation investments); Start date: 2/1/2018; Investment-related: Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-10 |
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