Keith J. Bernard is a Private Advisor and Senior Vice President with the Rockefeller Global Family Office. Keith advises ultra-high-net-worth families on investment management, tax and estate planning, philanthropy, insurance, client accounting services, and risk management.
Previously, Keith was a Vice President in the Family Office at Ayco, a Goldman Sachs Company. Prior to joining Ayco, Keith was a Senior Associate at KPMG.
Keith earned his bachelor’s degree in Accounting from the University of Maryland at College Park, Robert H. Smith School of Business. He is a Certified Public Accountant.