Alison Smith

Alison R. Smith has 2 decades of experience working with entrepreneurs, families, foundations and investors.  Alison is a Managing Director at Bernstein Private Wealth Management, which advises high net worth clients on planning for—and living with—the complexities that come with wealth. Before joining Bernstein, Alison was a Partner and Head of Strategic Growth at Rethink Capital Partners, a venture capital and real estate investment platform.  Before joining Rethink, Alison was a Managing Director of Cornerstone Capital Group, a registered investment advisor that serves clients who want their investments to contribute to a more sustainable and inclusive world without sacrificing financial performance. Prior to joining Cornerstone, for over a decade, Alison worked at TIGER 21, an investment think-tank for high-net-worth individuals.  Alison is often is asked to speak at conferences and guest lecture at universities on topics including: aligning your portfolio with your values, impact investing, strategic growth, authentic financial marketing, and how do you measure success.