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Adam Rogers

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Adam P. Rogers

Financial Avisor - Vice President
Bernstein Global Wealth Management

I am responsible for advising affluent families and institutions as well as their respective trusts, estates, foundations, endowments, and pension plans on all matters related to the capital markets. In conjunction with Bernstein's Wealth Management Group, I work closely with my clients' trusted tax and legal advisors on all matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses.

Professional Info

Company Description:	Investment advisement services for affluent individuals and families, foundations, endowments, and trusts.
Expertise:	The financial markets are very complex and trying to marry investment options to achieving financial goals and objectives can be a daunting task if you are not surrounded by Wall Street experts all day. What makes me different is the importance I place on helping my clients decipher the best possible financial plan in order to meet their financial goals and objectives, and help them understand why this is the best plan. Additionally our firm has a deep commitment to research which not only drives the exceptional performance within our portfolios, but also drives the way that we construct individualized portfolios for our clients to maximize returns and minimize risk.

Company
Description:

Investment advisement services for affluent individuals and families, foundations, endowments, and trusts.

Expertise:

The financial markets are very complex and trying to marry investment options to achieving financial goals and objectives can be a daunting task if you are not surrounded by Wall Street experts all day. What makes me different is the importance I place on helping my clients decipher the best possible financial plan in order to meet their financial goals and objectives, and help them understand why this is the best plan. Additionally our firm has a deep commitment to research which not only drives the exceptional performance within our portfolios, but also drives the way that we construct individualized portfolios for our clients to maximize returns and minimize risk.

Personal Info

About Me:	Adam Rogers is a Vice President, and Financial Advisor with Bernstein Global Wealth Management in Boston. Adam is responsible for advising affluent families and institutions as well as their respective trusts, estates, foundations, endowments, and pension plans on all matters related to the capital markets. In conjunction with Bernstein's Wealth Management Group, he works closely with his clients' trusted tax and legal advisors on all matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses.

About Me:

Adam Rogers is a Vice President, and Financial Advisor with Bernstein Global Wealth Management in Boston. Adam is responsible for advising affluent families and institutions as well as their respective trusts, estates, foundations, endowments, and pension plans on all matters related to the capital markets. In conjunction with Bernstein's Wealth Management Group, he works closely with his clients' trusted tax and legal advisors on all matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses.

Contact and Web Info

Address:	53 State Street 29th Floor Boston, Massachusetts 02109
Work Phone:	1 781-788-3714
Email:	adam.rogers@bernstein.com
Website:	http://www.bernstein.com

Colleagues:

Roger Glovsky

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