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Pinnacles: Michael Lopes, Vice President Bernstein Private Wealth Management

Michael Lopes is a Vice President at Bernstein Private Wealth Management, which is a unit of AllianceBernstein. Founded more than 50 years ago, Bernstein is a global asset management firm that provides wealth planning, portfolio management, and research services to institutional and high-net-worth investors. With an exclusive focus on investment management—the firm does not engage in investment banking or proprietary trading—Bernstein is bound by fiduciary duty to maximize their clients’ wealth and minimize risk through integrity and trust.

In this Pinnacles interview, Michael talks to Mike Mercurio about current mergers and acquisitions (M&A) trends, ways investors can take advantage of the market, and how Bernstein sets its clients up for success.



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