John Dowd of Bernstein is a member of XPX Tri-State.

John Dowd

Bernstein

New York, New Jersey

Professional Profile

Call Me When

Call Me When... Call me when....clients are approaching a liquidity event.

Contact Method

Jdowd@bernstein.com

Profession

  • Wealth Planner
  • Professional Certifications

    Transition Planning Certification

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Compensation
  • ESOPs
  • Estate planning
  • Investments
  • Exit/Transition Planning
  • Client Industries

  • Financial Services
  • Business Focus

    Client Results

    Membership

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Why I'm a Member of XPX

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