Eric Bernstein, CAIA

Senior Vice President, Investments

Since joining predecessor firm GM Advisory Group in 2015, Eric has become a specialist in private market investments, recognizing the transformative impact these investments can have on clients’ lives. As a Chartered Alternative Investment Analyst (CAIA) and expert in alternative investments, Eric’s experience spans across asset classes, industries, and deal types.

A member of the firm’s Investment Team, Eric is responsible for sourcing and conducting due diligence on various private investment strategies. He believes in the role of private markets in diversifying client portfolios and achieving unique objectives. Eric also works directly with clients, providing due diligence on deal flow sourced from their own networks. He finds it intellectually stimulating to analyze new business models and investment strategies and provides strategic advice to operators and executives facing important business challenges.

Eric’s entrepreneurial nature drives the firm’s ability to bring customized, best-in-class ideas to meet diverse client needs. He has experience managing pooled investment vehicles and serving as an outsourced COO/CFO. Previously, Eric was a management consultant at Booz Allen Hamilton.

Outside of work, Eric enjoys outdoor activities with his family in the greater Boston area, staying 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)

*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.