January ETEPC Luncheon - "Selling a Medical Practice: Improving Outcomes for Practice Owners"
Daniel L. Brunello is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Houston office. He leads the firm’s Professional Practice Owners group, where he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals who are professional practice owners. Topics include planning for the sale of a practice, succession planning, trust and estate planning techniques, and maximizing benefits from charitable planning vehicles. Daniel has been at Bernstein for over 18 years, and has 23 years of industry experience. He has published research on various planning topics in multiple whitepapers and written articles for industry journals including Tax Notes and Bloomberg BNA Estates, Gifts and Trusts, and has published multiple blogs on Bernstein.com. He earned his BBA in finance from the University of Texas at Austin, and his MBA from the Jones Graduate School of Business at Rice University. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, has earned the Certified Exit Planning Advisor designation, and is a member of the Houston Business and Estate Planning Council. In his free time, Daniel enjoys spending time with his wife and three children and is a leader in his son’s Boy Scout troop.
