Emily R. Neubert, CFP®

Emily Neubert is SVP and National Director of Ultrahigh Net Worth (UHNW) Services, leading and developing the UHNW Concierge Team to increase the value and personalized service delivered to UHNW clients, as well as driving long-term growth of the Platform. In 2022, Emily was named director of family governance, authoring the firm’s research on the topic. Since 2016, Emily has been an active member of the Family Engagement team, which helps families explore the transfer of wealth-related values and knowledge. More specifically, Emily helps families manage the impact wealth and success can have on relationships and family dynamics. Emily joined Bernstein in 2012, as a private client associate in the firm’s Los Angeles office. In 2015, she joined the Wealth Strategies Group. Later in 2015, Emily relocated to the Denver office. Prior to joining the firm, she spent seven years in the Financial Services industry at JPMorgan Securities and also at UBS. Emily earned her BS in economics from Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds advanced certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA) and Family Wealth Advising (CFWA), and is a 21/64 Certified Advisor.