William C. Dugdale Joins Bernstein's Philadelphia Office as Financial Advisor

PHILADELPHIA, Oct. 15, 2018 /PRNewswire/ -- Bernstein Private Wealth Management ("Bernstein") today announced that William (Bill) C. Dugdale has recently joined as Vice President and Financial Advisor in the Philadelphia office. In this role, he will serve clients in Delaware and parts of Southern Pennsylvania, and advise on a wide range of financial planning and investment matters, including sustainable investment solutions (ESG), retirement plans, estate planning, business transition, philanthropy and next generation education. Founded more than 50 years ago, Bernstein is a leading investment advisor to high-net-worth families and institutions, trusts, estates, foundations, endowments and pension plans.

Bill brings over two decades of experience in the financial services industry. Prior to joining Bernstein, he was a partner, portfolio manager and head of business development for the Delaware office at Brown Advisory, where he provided investment solutions and advice to families, foundations and endowments. Previously, he was a partner and portfolio specialist at Friess Associates, an institutional money manager, for 18 years. Bill earned a BS in industrial and labor relations from Cornell University.

He is an active member of the community and serves on the boards of many professional and nonprofit organizations throughout the local region. These include the A.I. DuPont Nemours Hospital for Children, eBrightHealth, the St. Michael's School and Nursery, and the Delaware Community Foundation as an executive committee member and secretary, as well as founder and past president of the foundation's Next Generation chapter. He is also a past president and board member of the Wilmington Tax Group, a member of the Estates Planning Council of Delaware and the Delaware Banker's Association. In addition, Bill serves on the Advisory Board of The Barn at Spring Brook Farm, a nonprofit dedicated to children with disabilities.

About Bernstein

Bernstein Private Wealth Management, a unit of AllianceBernstein L.P. (AB) provides investment planning advice and services to individuals, families, endowments, foundations and other financial guardians, so that they can reach their long-term investment objectives. Our global research enables us to customize a portfolio that suits any type of investment goal, income need, tax situation or tolerance for risk. And we use proprietary, centrally managed investment strategies that ensure every client receives the firm's best thinking on opportunities and risk control. For more information, visit www.bernstein.com.

SOURCE Bernstein Private Wealth Management

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