Profile

Bernstein Global Wealth Management
800 Connecticut Avenue NW
Washington, DC 20006
United States
Phone: (202) 261-6714

David Greene, Treasurer

Bernstein Global Wealth Management

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David Greene, Treasurer


Bernstein Global Wealth Management

Bio

David Greene is recognized as one of the top financial advisors and investment managers in the Mid- Atlantic region. A member of the MindShare Class of 2008, David is one of the only investment managers in Washington with personal experience starting and leading technology businesses. In13, David was described by SmartCEO magazine as a top wealth advisor in their list of 'Wealth Managers - Readers Choice.' David Greene joined Bernstein in 2008 to advise business owners and other high-net-worth individuals and institutions regarding investment strategies. He works closely with clients and their professional advisors on a wide range of investment matters, including tax and estate planning, concentrated stock positions, and the sale of privately held businesses. Previously, David was president of Inspire, a startup online media company focused on health issues and, before that, president of PostNewsweek Tech Media, a division of the Washington Post Company. He began his career as a consultant with McKinsey & Company in Atlanta. David earned an AB in economics from Harvard College and an MBA from Harvard Business School. He is a CERTIFIED FINANCIAL PLANNERTM and the author of Dollars and Sense: Ten Fundamentals of Financial Success (http://dollarsandsensebook.com). In addition to his work with the Mindshare Organizing Board, David serves as President of the Harvard Club of Washington, DC, and as an active board member of the McLean Estate Planning Council and the Exit Planning Exchange (Washington, DC, chapter). He works closely with a number of local and national nonprofit and charitable organizations, including the Von Hippel-Lindau Family Alliance. David is an active member of the Northern Virginia Estate Planning Council, the Association for Corporate Growth, and Financial Executives International.

Company Description

  • Bernstein Global Wealth Management provides investment services for high net worth individuals, families, and foundations.

Willing To Meet Others

  • Yes

Mindshare Class

  • 2008

Primary Industry

  • Services

Job History

Bernstein Global Wealth Management
Principal and Financial Advisor
July 2008 - present

Robert James Advisory Services
Founder and CEO
April 2006 - July 2008

Inspire
President
December 2006 - May 2008

PostNewsweek Tech Media
President
March 2001 - March 2006

The Washington Post Company
Director, Planning & Development
December 1999 - March 2001

McKinsey & Company
Engagement Manager
June 1996 - December 1999

Education

Harvard Business School
MBA
1994 To 1996

Harvard University
AB
1987 To 1991

Honors and Awards

“One of DC’s top money managers"
Washington SmartCEO magazine
2013