Eric Bernstein, CAIA®
Managing Director
Eric focuses 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
