Experience

Elijah specializes in advising business owners and families on financial planning and investment matters, with a focus on pre-transaction planning. Prior to joining Alliance Bernstein in 2011, Elijah was a founder of Capital Business Partners, a boutique lending firm for small business owners. He is also a former founder and CEO of a middle market financial services and real estate company. Elijah holds a BA from the University of Pennsylvania and serves on the Executive Committee of the Association for Corporate Growth.

Ryan advises high net worth individuals, entrepreneurs, business owners, and corporate executives on all aspects of wealth planning, including strategic asset allocation, wealth transfer, and charitable giving. Prior to joining UBS he was with Bernstein Private Wealth Management, and prior to that, was previously a financial advisor at ING Financial Partners. He holds the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. Ryan holds a BA from Wake Forest University and an MS from Villanova University.

Michaela began her career in the finance industry after graduating from Susquehanna University in 2020 with a Bachelor of Science in Marketing. She is currently pursuing an MBA at Drexel University. Notably, Michaela has also passed the SIE, Series 7, Series 63, and Series 66 exams. Outside of work, Michaela enjoys reading, traveling, and running along Schuylkill River in Philadelphia.

Jack is a Senior Wealth Strategy Associate with the Dornstreich DePaul team in the Philadelphia Office. He began his career at Vanguard as a Retirement Specialist and was most recently an Associate with Bernstein Private Wealth Management.

 Jack graduated with a B.B.A. in Finance from Loyola University of Maryland, and he currently holds his Series 7, 63, and 66 licenses.

 Outside of work, Jack is an active player and board member of the Schuylkill River Rugby Club; he also enjoys spending time with his family and watching Philadelphia sports.