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Elizabeth Sohmer, CFA

Vice President | Associate Director, Wealth Strategies

Elizabeth Sohmer, CFA, is an Associate Director in the Institute for Executives and Business Owners at Bernstein Private Wealth Management.12 She specializes in wealth strategies and provides insights on topics related to business owners, entrepreneurs, and financial planning. Sohmer has authored articles on subjects such as supporting female founders and tax strategies for business owners after selling their companies.12 Her expertise appears to be in areas like venture capital funding, diversity in entrepreneurship, and post-transaction financial planning for business owners.

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New York, New York, United States