Eric Bernstein
Portfolio Manager-Equities at GM Advisory Group, Inc.
Profile
Mr. Eric Bernstein is a Director of Alternative Investments at GM Advisory Group, Inc. He is responsible for overseeing and optimizing the operations of GM Advisory Group’s private investment platform.
He engages with and analyzes managers of Private Equity, Hedge Fund and direct investment opportunities; oversees the due diligence on newly sourced illiquid investments; and monitors existing allocations on GMAG’s investment platform.
He has experience evaluating deals across strategies, including venture capital, buyout, real estate, and private debt as well as a variety of sectors, including financial services, retail, tech, food and beverage, industrial, and energy, among others.
His work is aligned with GMAG’s goal of diversifying client portfolios and providing a risk/return profile that helps clients achieve their unique objectives.
Prior to joining GMAG, he was a Lead Associate at Booz Allen Hamilton.
Eric applies his consulting skills and perspectives to his work at GMAG where he institutes organizational best practices to improve operations.
He received his undergraduate degree from Carnegie Mellon University.
Eric Bernstein active positions
| Companies | Position | Start |
|---|---|---|
GM Advisory Group, Inc.
 GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Portfolio Manager-Equities | 31/12/2014 |
Former positions of Eric Bernstein
| Companies | Position | End |
|---|---|---|
Booz Allen Hamilton, Inc.
 Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Corporate Officer/Principal | 31/12/2014 |
Training of Eric Bernstein
| Carnegie Mellon University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Finance |
Booz Allen Hamilton, Inc.
Booz Allen Hamilton, Inc. Engineering & ConstructionIndustrial Services Booz Allen Hamilton, Inc. engages in the provision of management and technology consulting services. Its services include consulting, analytics, digital solutions, engineering, cyber security, and product. The company was founded by Edwin G. Booz in 1914 and is headquartered in McLean, VA. | Industrial Services |
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