Keith Zemsky

Bespoke Financial Advice for Businesses & Families

I pride myself on being a partner to clients in all of their endeavors. From planning family wealth transfers to selling a business or deciding which shoe deal to take, I am about more than just investment management. Clients can be real with me.

What inspired you to join Bernstein?

I hired the firm as a client before I joined as an employee.

After sourcing, negotiating and closing a land-sale-and-development deal on behalf of a holding company controlled by my father’s estate, my first reaction was relief.

As an only child, the transaction was geared towards securing my mother’s financial freedom and stability. The company had been losing money at an increasing pace when I took a leave from GW Law to take over. It had become a threat to her way of life. Solving that problem and taking care of my mom is one of my proudest accomplishments.

My second reaction was: what next? I quickly ascertained that I needed a partner to plan and manage our family’s assets and protect our hard-fought victory.

After evaluating all of the usual “Wall Street” suspects, I hired Bernstein. It was simply the most trustworthy elite asset management firm I could find. When it comes to mom, I wasn’t taking any chances.

I liked the firm so much that I asked for a job.

What is the most fulfilling aspect of being an advisor to your clients?

I love a lot of things about my job, but I find the most joy in delivering peace-of-mind, which is invaluable, to my clients. I do this by making sure they are well informed, as I know how disconcerting it can be to not have the right information. The more complex a client’s situation, the more rewarding it is for me to solve it.

I know, from first-hand experience, the anxieties and concerns that wealth can create for families. Having the right advisor in your corner, with your best interests at heart, is often an incredible relief. I genuinely love giving that confidence, solace and care to my clients.

What’s the best way for people to put their wealth in perspective?

It may sound cliché, but nevertheless, it remains true: one can only do three things with their money, which is spend it, leave it to family or friends, or give it away.

Once a client realizes, through Bernstein’s sophisticated, custom-tailored modeling of their financial life, that their desired lifestyle is achievable, then the question inevitably becomes: well, what now?

I often find the clients discover meaningful perspective through the process of clarifying what financial freedom means to them, and then working with me to design a plan which leverages their wealth to achieve their goals. Will you choose to wield your wealth to secure three generations of descendants or instead, use it to support at-risk populations in impoverished communities? Either way, we are here to help you make the most impact possible with your wealth.

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