Kristine Wexler is the Managing Director of Bernstein’s San Diego office. Kristine is responsible for overseeing the San Diego office and works closely with high-net-worth individuals, families, and non-profit organizations implementing comprehensive wealth management strategies. She often works in concert with clients; other professional advisors to address critical planning issues, such as transferring wealth, philanthropy and selling a business. Prior to joining the firm in 2020, she advised high-net-worth families at Bessemer Trust for 19 years, as client advisor and senior client advisor.
Kristine holds a BS, cum laude, in biology and philosophy from Syracuse University and an MBA, cum laude, with a concentration in Economics, Finance and Entrepreneurship from the University of Chicago, Booth School of Business. Additionally, Kristine earned the Certified Trust and Financial Advisor (CTFA) certificate and is a CERTIFIED FINANCIAL PLANNERTM professional. She is a board member of Burling Bank, a Chicago based bank.
