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Search Private Bankers & Investment Managers Trustees

Shelly Meerovitch-Barak

Head—Global Families Wealth Strategies

Specialism: Private Bankers & Investment Managers Trustees

Company: Bernstein

Location: New York, USA

Citywealth rating

4.59375
Average: 4.6 (8 votes)
Fee Level:
4.5
Average: 4.5 (8 votes)
Quality of Advice
4.625
Average: 4.6 (8 votes)
Communications Skills
4.625
Average: 4.6 (8 votes)
Interpersonal Skills
4.625
Average: 4.6 (8 votes)
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Private client review:

Always pleasant to work with and highly knowledgeable in this field!

11 Jun 2019

Peer review:

Shelly brings superior technical knowledge with pragmatic solutions to the multinational planning arena.

Jeff Callahan    Bederson LLP   
04 Jun 2019

Peer review:

Excellent adviser for international families, with the ability to draw together tax, succession and investment issues facing clients.

31 May 2019

Peer review:

I have worked with Shelly on a professional level and her knowledge base is very broad and she is easy to deal with.

31 May 2019

Institutional client review:

Shelly is professional, knowledgeable and most importantly, very customer-centric.

31 May 2019

Peer review:

Brilliant, practical and engaging. Perfect combination.

Adam Sanders    Rosenberg & Estis, P.C.   
31 May 2019

Co-worker review:

Makes the complex more simple and provides an actionable framework for clients and their advisors. Helps cross border clients make great decisions.

31 May 2019

Peer review:

Go-to expert in cross-border wealth planning.

23 May 2019

Peer review:

Citywealth recommended

06 Mar 2019

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2019 

Shelly Meerovitch-Barak currently has no Citywealth award

Shelly Meerovitch-Barak currently has not indicated their average client size

Shelly Meerovitch-Barak currently has not indicated if they have a fixed fee offering

Bernstein

Shelly Meerovitch-Barak currently has no contact details

IWD 2019 Transatlantic Selection International Powerwomen Top 100 2019 Top 50 Wealth Management Advisors 2020 Top Recommended New York Wealth Management Advisors 2021 Top 100 Wealth Management Advisors 2022

Private client review:

Always pleasant to work with and highly knowledgeable in this field!

11 Jun 2019

Peer review:

Shelly brings superior technical knowledge with pragmatic solutions to the multinational planning arena.

Jeff Callahan    Bederson LLP   
04 Jun 2019

Peer review:

Excellent adviser for international families, with the ability to draw together tax, succession and investment issues facing clients.

31 May 2019

Peer review:

I have worked with Shelly on a professional level and her knowledge base is very broad and she is easy to deal with.

31 May 2019

Institutional client review:

Shelly is professional, knowledgeable and most importantly, very customer-centric.

31 May 2019

Peer review:

Brilliant, practical and engaging. Perfect combination.

Adam Sanders    Rosenberg & Estis, P.C.   
31 May 2019

Co-worker review:

Makes the complex more simple and provides an actionable framework for clients and their advisors. Helps cross border clients make great decisions.

31 May 2019

Peer review:

Go-to expert in cross-border wealth planning.

23 May 2019

Peer review:

Citywealth recommended

06 Mar 2019

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Shelly Meerovitch-Barak currently has no reviews

Shelly Meerovitch-Barak currently has no case studies