Eric Bernstein, CAIA®
Managing Director, AdvisorSince joining predecessor GM Advisory Group in 2015, Eric has focused exclusively on private market investing and how alternative assets can support a thoughtful wealth plan. As a Chartered Alternative Investment Analyst (CAIA®), he helps clients with bespoke portfolios evaluate position-level performance and scrutinize manager execution.
Eric works closely with families and business owners to review opportunities across asset classes and sectors while performing meticulous due diligence on investments. He enjoys evaluating new business models and offering strategic guidance to investors, operators, and executives facing important capital allocation decisions.
His entrepreneurial experience, including managing pooled investment vehicles and serving on advisory boards of startups, allows him to bring creative and practical solutions to clients with complex needs. Before entering wealth management, Eric worked as a management consultant at Booz Allen Hamilton.
Outside the office, Eric enjoys spending time outdoors with his family in the greater Boston area. He stays active through pickleball, softball, and hiking with his dog.
Previous Experience
- Director of Alternative Investments at GM Advisory Group
- Lead Associate at Booz Allen Hamilton
- Senior Associate at Sapient
Education & Credentials
- BS, Carnegie Mellon University, Decision Science & Psychology
- Chartered Alternative Investment Analyst (CAIA®)
CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association® are the exclusive service marks of the CAIA Association
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
