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Bernstein appoints new head of San Francisco wealth practice

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Daniel Eagan, a long time veteran of Bernstein Private Wealth Management firm Bernstein, has rejoined the firm as Senior Vice President and Managing Director, to lead its private wealth practice in San Francisco.

In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein’s business in the region.
 
“Dan brings nearly three decades of investment expertise, combined with an excellent track record of building a practice of sophisticated clients,” says Brian Haloossim, Senior Managing Director at Bernstein Private Wealth Management overseeing the firm’s West Coast business. “We’re thrilled he has rejoined Bernstein and are confident that under his leadership, our business will continue to strengthen and gain momentum in the marketplace.”
 
Eagan has had a 20-year career at AllianceBernstein and held a number of progressive senior leadership positions during his tenure at the firm, including as head of the private client practice in the Pacific Northwest and leader of the Wealth Management Group, among other roles. Prior to rejoining Bernstein in 2018, Eagan was a Director in the Portfolio Management Group of Hirtle Callaghan. Eagan holds a BS in finance from the University of Illinois and an MBA with distinction from DePaul University. He is a member of the CFA Society of San Francisco.
 
In addition, William E Grayson was recently promoted to National Director – Family Offices in the San Francisco office. He will be responsible for working with family offices, ultra high net worth clients and their professional advisors to provide a range of sophisticated wealth planning and investment services. Grayson joined Bernstein nearly a decade ago and brings twenty years of experience as a senior investment executive and ten years as a litigator and corporate and government general counsel. Prior to Bernstein, he was the president of a SEC-registered investment advisor and hedge fund firm, and before that, vice president at JP Morgan & Co and Montgomery Securities. Grayson earned a BA from the University of California, Santa Barbara, and a JD from the University of San Francisco.

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