Aaron Bates

In this day and age, where information access is ubiquitous, our clients look to us for differentiated advice. As the Head of Ultrahigh-Net-Worth & Growth Strategies, I lead a team of creative thought leaders who understand the unique differences and needs of our clients. I work with them as they engage with these clients in a way that is most digestible, accessible, and relevant to them.

In my role, I am also responsible for the firm’s work with Global UHNW Families and Family Offices. In addition, I oversee Bernstein’s Marketing and Digital functions as well as the development of strategic partnerships to grow the business. Prior to my current position, I was head of the Private Wealth Platform overseeing Bernstein’s Wealth Strategies team responsible for wealth planning research and content and served as senior managing director. Previously, I led Bernstein’s Northeast Private Wealth practice. From 2004 to 2011, I worked in London, launching the firm’s global private client practice in Europe; I was appointed Principal in 2008.

Prior to that, I was based in New York, where I oversaw the Northeast US Private Wealth Management Services Group and served as an analyst in the Private Wealth Management Executive Group, reporting on trends in the international high-net-worth marketplace to aid in the strategic development of the firm’s practice. I previously served in the Executive Office of the President of the United States, Office of the US Trade Representative. I have twice been selected to represent the US at the German Marshall Fund’s Conference on Transatlantic Relations.

I hold a BA in international affairs from George Washington University and have been named to Dow Jones Top 40 Under 40 list in Europe. I currently serve on the Board of Directors for StoryCorps and for the International Centre for the Study of Radicalization and Political Violence, the Board of Overseers for ‘GBH Boston, and the Board of Advisors for the Elliott School of International Affairs at George Washington University.

SPECIALTIES:

Head - Wealth Strategies, Global and Cross-Border Families, Family Offices, Entrepreneurs & Executives, Family Engagement, Multi-generational Wealth Planning, Ultra-High Net Worth Investment