Brian Bernhardt provides strategic investment advice and sophisticated financial planning services to ultra high net worth families. A Certified Financial Planner, he often works with his clients and their other trusted advisors to deliver family office resources, including estate plans focused on strategic asset placement, wealth transfer, philanthropic giving, and tax mitigation strategies. Prior to joining Morgan Stanley Private Wealth Management in 2012, Brian served as a financial advisor at Deutsche Bank Private Wealth Management. He is a graduate of Cornell University with a B.A. in political science and international relations. He serves has served as a Trustee for St. Mark’s Endowment, the Advisory Board of St. James School, Trustee at the Agnes Irwin School, the Advisory Board of the Arts and Business Council, and Board Member, including Board Chair, at The Clay Studio.