Benjamin Goetsch

Benjamin Goetsch

Strategist, Bernstein Private Wealth Management

Benjamin Goetsch, is a Strategist at Bernstein Private Wealth Management, where he works with ultra-high-net-worth individuals, family offices, and sophisticated global investors to develop customized investment strategies and navigate complex wealth challenges. Drawing on Bernstein’s extensive global research platform and investment expertise, he helps clients translate macroeconomic trends, market insights, and strategic asset allocation perspectives into long-term investment solutions.

With a global mindset shaped by living and working across different regions, Ben brings a broad perspective on international markets, cross-border investing, and the evolving needs of multigenerational families. His approach combines rigorous analytical thinking with a deep appreciation for each client’s unique objectives, values, and long-term legacy.

As part of Bernstein’s New York Private Wealth team, Ben advises some of the world’s most sophisticated investors, helping them navigate changing market environments and make informed decisions across generations. He holds the Chartered Financial Analyst (CFA) designation.

Education:

• Washington and Lee University, BA, Economics

Affiliations:

• CFA Institute

• CFA Society New York