Director, Wealth Management Group, Bernstein Wealth Management
Steve S. Schilling is a Director in Bernstein’s Wealth Management Group and is based in the firm’s San Francisco office. He advises the Bernstein’s Bay Area and Pacific Northwest clients regarding complex investment planning issues; his areas of expertise include diversification planning for holders of concentrated portfolios, multigenerational wealth transfer, philanthropy and pre-transaction planning. Schilling joined the firm in 2000 and has been a member of the Wealth Management Group since 2003, serving as an analyst and senior analyst before becoming a Director in 2009. Schilling earned a BA in economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.