Bernstein Global Wealth Management

555 California Street
Suite 4300
San Francisco CA 94104

Phone: 415-217-8034

E-mail: mark.jamison@bernstein.com
Web address: http://bernstein.com

Years in business: 18

Professional Category: Global Research and Investment Management

Mark lives in Redwood Shores, CA with his wife Kim and two daughters, Mckenna(8) and Alexa(5). Mark is active with charities and school activities throughout the Peninsula.

Mark works with individuals, non-profits and businesses to develop investment plans that are aligned with their objectives. He also assists professional advisors with solving complex tax and estate planning issues (e.g. trusts, foundations).