Oct 4, 2021
Audrey Jacobs is a Vice President and Wealth Advisor in the San
Diego office of Bernstein Private Wealth Management, creating
holistic and customized analyses for high-net-worth families,
individuals, trusts, foundations, and endowments. She works closely
with clients and their professional advisors on complex planning
issues such as pre-transaction planning, multigenerational wealth
transfer, philanthropy, retirement planning, and asset
allocation.
Prior to joining the firm in 2018, Audrey was a founding partner of
OurCrowd, a global platform to invest in Israeli and global
startups. Previously, she established the local chapter of
StandWithUs, an Israel advocacy organization. Audrey earned a BA,
cum laude, in political science and English and completed the
Executive Education Program in finance and accounting at Columbia
Business School.
Audrey has been an active leader and philanthropist in the Jewish
community and the arts for over 25 years. She’s also an active
connector and matchmaker as featured in her TEDx Talk, “How to be a
Matchmaker in Work, Life and Love.” She is also the founder of the
San Diego Israel Coalition and Audrey’s Tent. Audrey serves on the
global board for Partners in Torah. She has received awards and
fellowships by the National Endowment for the Arts, L.E.A.D. San
Diego Woman of Valor, and the Nahum Goldmann Fellowship.
In this inspiring discussion, we cover:
1. Mission Statement
2. Strong Women
3. Don't Overstay the Welcome
4. 'Ego' and Edging God Out
5. Partners in Torah
6. What is Legacy
7. Humility and the Value of Money
And much more!