Cortney Mathis
Client Specialist at Bernstein Private Wealth Management
Based in Miami, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Miami
Industry
Financial Services
Company size
902
Contact information
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c•••••••@bernstein.com
Phone
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Background
About Cortney Mathis
My original career plan was to become an Oncologist, but after graduating from Tufts University, I had the opportunity to work for a registered investment advisor. Fast forward four years later, I now live in Miami and work as an associate at Bernstein Private Wealth Management. Our in-house research driven investment advice coupled with our thoughtful wealth planning analyses and strategies help our clients achieve their goals.
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