Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Dakota Live! Podcast
Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management
Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike.
Clare shares insights into Bernstein's "OCIO Plus" model, where outsourced CIO services go beyond traditional offerings to include holistic advice on investment and spending policies.
Learn how Bernstein works with individual families to craft tailored investment and philanthropic solutions that align with their values and goals.
We also delve into Bernstein's investment philosophy, which balances in-house capabilities with carefully selected external managers to deliver customized solutions. Clare explains how the firm's 60-year history in investment management enables them to address complex client needs with a combination of transparency, efficiency, and a commitment to results.
From creating bespoke strategies for nonprofits to empowering families to make meaningful change, Clare's passion for combining mission and money shines through.
Don't miss this inspiring conversation to start your year with purpose and performance.
