Principal | Bernstein Private Wealth Management
Evan List
Evan List is a Principal at Bernstein Private Wealth Management, where he advises ultra-high-net-worth individuals, multigenerational families, family offices, business owners, and global investors on complex wealth planning, investment strategy, and legacy preservation. With nearly two decades at Bernstein, Evan brings deep expertise across alternative investments, asset allocation, estate planning, philanthropy, and cross-border wealth management. Based in New York, he works closely with some of the world’s most sophisticated families and private capital investors, helping them navigate significant financial decisions and multigenerational opportunities.
Evan List
Principal, Bernstein Private Wealth Management
Evan List is a Principal at Bernstein Private Wealth Management, where he advises ultra-high-net-worth individuals, multigenerational families, family offices, business owners, and global investors on complex wealth planning, investment strategy, and legacy preservation. With nearly two decades at Bernstein, Evan brings deep expertise across alternative investments, asset allocation, estate planning, philanthropy, and cross-border wealth management. Based in New York, he works closely with some of the world’s most sophisticated families and private capital investors, helping them navigate significant financial decisions and multigenerational opportunities.
Education:
Brandeis University, BA in Economics and Politics
Affiliations:
Rooftop Films, Board Member
Bend the Arc: Jewish Action, Finance Committee
MNDFL Ed, Board Member
Brandeis University, Chair, Alumni Finance Network
