Bernstein Private Wealth Management (Bernstein) has appointed William (Bill) C Dugdale as Vice President and Financial Adviser in the firm’s Philadelphia office.
Dugdale will serve clients in Delaware and parts of Southern Pennsylvania, and advise on a wide range of financial planning and investment matters, including sustainable investment solutions (ESG), retirement plans, estate planning, business transition, philanthropy and next generation education. Founded more than 50 years ago, Bernstein is a leading investment advisor to high-net-worth families and institutions, trusts, estates, foundations, endowments and pension plans.
Dugdale brings over two decades of experience in the financial services industry. Prior to joining Bernstein, he was a partner, portfolio manager and head of business development for the Delaware office at Brown Advisory, where he provided investment solutions and advice to families, foundations and endowments. Previously, he was a partner and portfolio specialist at Friess Associates, an institutional money manager, for 18 years. Dugdale earned a BS in industrial and labour relations from Cornell University.