Stephen M. Lippman

Mr. Lippman is a Director in Bernstein’s Wealth Management Group. Based in New York, he works closely with the firm’s clients and their professional advisors on a variety of complex investment planning issues, including traditional defined benefit plans, cash balance defined benefit plans, pre-transaction planning, multigenerational wealth transfer, philanthropy, and diversification planning for holders of concentrated portfolios (both directly held shares and employee stock options). Prior to becoming a Director, Mr. Lippman served as a quantitative analyst in Bernstein’s Wealth Management Group, assisting high- net-worth clients and defined benefit plans with decisions about asset allocations by the development of customized analytics. Prior to joining the firm in 2001, he was a consulting actuary at William M. Mercer, Inc., a global benefits consulting firm, for six years. Mr. Lippman earned a B.S. in mathematics from the University of Arizona.