"Roth to Riches? Determining Whether Conversion Makes Sense" presented by featured speaker Christopher J. Clarkson, Bernstein Global Wealth Management
CHRISTOPHER J. CLARKSON, CFA
- Director of Bernstein’s Wealth Management Group.
- Expertise in a variety of complex investment planning issues, including diversification planning for holders of concentrated stock and option portfolios, retirement planning, multigenerational wealth transfer, philanthropy, advanced asset allocation and pre-transaction planning.
- Frequent lecturer to groups of tax and legal professionals for the USC and Hawaii Tax Institutes, estate planning councils, community foundations, children’s hospitals, planned giving councils, and major accounting and law firms.
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