The wealth management firm Bernstein continues to make changes to its team: adding to the recent appointments is the promotion of Joaquín Dulitzky in Miami.
“Joaquín Dulitzky has been promoted to Principal at Bernstein Private Wealth Management. This well-deserved designation recognizes Joaquín’s exceptional client service, acquisition, and business leadership skills, as well as his invaluable contributions to our company’s culture,” posted Ben Moscowicz, Managing Director of the firm in Miami, on LinkedIn.
The financial advisor, with more than 20 years of experience, joined the company in February 2020.
Specializing in Latin American and U.S. clients, he contributes to the Global Families, Entrepreneurs & Exit Planning, Global Executives, Impact Investors & Philanthropy, and World-Class Athletes & Coaches segments.
Among the firms Dulitzky has worked for are Biscayne Americas Advisers and Merrill Lynch
