Abby Daniels | Advisor
Abby is a Principal with Bernstein Global Wealth Management responsible for advising high net worth families as well as their respective, trusts, estates, and philanthropic endeavors, alongside her clients’ trusted tax and legal advisors. She joined the firm in 2005 after spending ten years at BMC Software where she managed strategic accounts globally.
Abby is a native Houstonian and earned a BA in business and psychology from Rice University, where she played tennis on scholarship. Additionally, she serves on the Holocaust Museum Houston Advisory Board.
Her addition to our advisory board provides us with deep insight into how families and individuals think about illiquid investment strategies. In addition, her contribution will allow us to better differentiate our unique value proposition to our clients.