Scott Nevins

Scott Nevins is a Principal at Bernstein Private Wealth Management based in Greenwich, Connecticut.1 He has over 14 years of experience as a senior investment advisor at the firm, working with high-net-worth individuals, family offices, endowments, and foundations.1

Career Background

Before joining Bernstein in 2006, Scott had an extensive career in the technology and financial services sectors:

• He served as CEO of several early to mid-stage companies, including E-Tran, Protegrity, GiantBear, and ClientSoft.1
• His earliest roles included positions at GE Capital, where he started in IT and later moved into sales management.1

Current Role and Responsibilities

As a Principal at Bernstein, Scott's key responsibilities include:

• Providing detailed knowledge about client portfolios and capital markets
• Offering comprehensive financial advice on retirement planning, wealth transfer, business sales, and overall financial well-being
• Leveraging Bernstein's resources to ensure clients receive optimal advice and service1

Approach and Philosophy

Scott emphasizes:

• Building trust with clients through thorough explanations and regular communication
• Acting as a fiduciary with a 100% commitment to clients' financial well-being
• Applying his entrepreneurial background to understand and serve clients effectively2

Scott Nevins, along with his partner Blake Bockhold, leads a team at Bernstein that focuses on providing tailored wealth management solutions to their clients.2