KEVIN KRISOWATY

At Bernstein Private Wealth Management, Kevin Krisowaty works with business owners, entrepreneurs and founders who have a long-term intent to sell their business, providing wealth strategies and investment strategies for before, during, and after a sale. Kevin has experience working with business owners, entrepreneurs and founders who have had early and late stage exits; partial and full exits; exits to financial sponsors, exits to strategic buyers, and exits through initial public offerings.

Kevin has over 25 years of experience in private wealth management and private banking.

Kevin’s experience in private wealth management includes equities and options, fixed income, real assets (master limited partnerships “MLPs”, real estate investment trusts “REITs”), alternative investments (hedge funds, private equity, private credit, private real estate, venture capital) and structured products (equities and indices, currencies, commodities, interest rates).

Kevin’s experience in private banking includes banking, lending (marketable securities based lending, alternative investments secured lending, life insurance premium financing, commercial real estate financing, aircraft financing, yacht financing, fine art secured lending), foreign currency deposit products (FX cash, time deposits), foreign currency trading (FX spot, futures, forwards), foreign currency loans (FX loans, cross currency swaps), foreign currency risk management and interest rate risk management (swaps, caps, collars, forwards).

At Bernstein Private Wealth Management, Kevin Krisowaty works with business owners, entrepreneurs and founders who have a long-term intent to sell their business, providing wealth strategies and investment strategies for before, during, and after a sale. Kevin has experience working with business owners, entrepreneurs and founders who have had early and late stage exits; partial and full exits; exits to financial sponsors, exits to strategic buyers, and exits through initial public offerings.

Kevin has over 25 years of experience in private wealth management and private banking.

Kevin’s experience in private wealth management includes equities and options, fixed income, real assets (master limited partnerships “MLPs”, real estate investment trusts “REITs”), alternative investments (hedge funds, private equity, private credit, private real estate, venture capital) and structured products (equities and indices, currencies, commodities, interest rates).

Kevin’s experience in private banking includes banking, lending (marketable securities based lending, alternative investments secured lending, life insurance premium financing, commercial real estate financing, aircraft financing, yacht financing, fine art secured lending), foreign currency deposit products (FX cash, time deposits), foreign currency trading (FX spot, futures, forwards), foreign currency loans (FX loans, cross currency swaps), foreign currency risk management and interest rate risk management (swaps, caps, collars, forwards).