Download Joseph A. Pucci Jr.

Global Wealth Management
Joseph A. Pucci Jr.
Financial Advisor and Principal
Joseph A. Pucci Jr. is a Financial Advisor and Principal in Bernstein
Global Wealth Management’s New York office. He advises highnet-worth individuals, families and institutions, as well as their
respective trusts, estates, foundations, endowments and pension
plans. In conjunction with Bernstein’s Wealth Management
Group, Joe works closely with his clients’ trusted tax and legal
advisors on all investment and wealth planning matters, including
tax and estate planning, concentrated stock positions and the
sale of privately held businesses. He joined the firm in 2006 and
was appointed a Principal in 2012.
Previously, Joe founded a management consulting firm supporting the business
development and marketing of new ventures and product launches. Before that he was
a general manager with Prudential Financial, where he established the industry’s first
comprehensive line of banking products and services designed for the independent
investment professional marketplace. Joe began his career with a decade-long tenure
with GE Capital, starting with a two-year financial management program and
subsequently taking on leadership roles.
Joe earned a BS, cum laude, in leadership and finance from the University of Colorado,
Boulder, and an MBA with honors from Columbia Business School.
Capabilities
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Asset-allocation advice
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Multigenerational wealth planning
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Risk management
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Philanthropic planning
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Tax planning
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Planning for the sale of a business
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Retirement planning
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Single stock and stock options planning
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Investment solutions for corporate
executives
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Foundations and endowments
Community
Joe is the president of the Connecticut Chapter of the Exit Planning Exchange and
serves on the boards of the Connecticut Food Bank, the Westport Arts Center and the
Westport Public Library. He is also a member of the Association for Corporate Growth
(ACG) and the Association of Fundraising Professionals (AFP). Joe is active in the
Soundview Club of Stamford and the Unitarian Church in Westport, where he served
as chair of the endowment committee.
About Bernstein
Bernstein Global Wealth Management, a unit of
AllianceBernstein L.P., is an investment firm that
has focused solely on research and investment
management since 1967.
Our clients are individuals and families, business
owners, foundations and other financial
guardians.
Bernstein offers a full range of investment
services in all the world’s major markets, with
centralized portfolio management so that all our
clients benefit from our best investing ideas.
We emphasize planning, portfolio customization
and tax management so our clients can meet
their investment goals without undue risk or
tax burden.
As a discretionary money manager, we are
bound by fiduciary responsibility to our clients;
our mission is to help them limit risk and reach
their goals across market cycles.
Contact Information
1345 Avenue of the Americas
New York, NY 10105
[email protected]
tel: 212.756.4104