Steve Schilling is a Senior Vice President and Managing Director responsible for Bernstein’s private client practice in the San Francisco Bay Area. Prior to assuming his current role in July 2019, Steve was the western regional director of Bernstein’s Wealth Strategies Group that is focused on creating differentiated wealth planning analytical tools and research insights for high-net-worth and nonprofit clients, and working with those clients and their professional advisors to develop comprehensive wealth management and wealth planning strategies. Steve joined Bernstein in 2000 and has been an author of and contributor to the firm’s numerous published research black books and white papers. He earned a BA in economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charterholder.