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Tully McGowan

Principal, Wealth Advisor at Bernstein Private Wealth Management

Based in New York, United States

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Seniority

Director

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

953

Contact information

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Email

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t•••••••@bernstein.com

Phone

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Background

About Tully McGowan

I lead a diverse team that specializes in advising business owners, multigenerational families, and mission-driven organizations that share an impact orientation. Our clients are leaders in their industries, building companies and organizations that are improving outcomes for their clients and communities. They view their privilege, expertise and wealth with an increasing responsibility to act and invest in accordance with their values, recognizing that systemic change requires power, capital and sustained focus. Many clients find us during an inflection point—a business sale, a public offering, a venture round, an inheritance—an event that leads them to revisit their approach to ensure they are maximizing their time and impact moving forward. We partner with clients, often well before they have liquidity, with deep and integrated expertise in family engagement, pre-transaction planning, responsible and impact investing, and philanthropy.

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