Welcome to the Columbia Business School Club of New York


   

JOE PUCCI

CBSAC/NY Membership Chairman

Vice President, Financial Advisor 

Mr. Pucci is an advisor in the New York office of Bernstein Global Wealth Management.  He advises affluent individuals, families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans.  Mr. Pucci, in conjunction with Bernstein’s Wealth Management Group, works closely with his clients’ trusted tax and legal advisors on all matters, including tax and estate planning, concentrated stock positions and the sale of privately held businesses. 

Prior to joining Bernstein, Mr. Pucci worked in financial services for sixteen years with GE Capital and Prudential Financial.  As a senior executive, his responsibilities included strategic planning, financial management, business development, and operations.  During his tenure, he also had responsibility for launching six new business ventures.  Mr. Pucci earned a BS in Business Administration & Finance from the University of Colorado, Boulder and was awarded an MBA with distinction from Columbia Business School. 

Mr. Pucci lives in Westport, CT with his wife and two children.  He enjoys triathlons, golf, jazz music, and leading or coaching his children’s activities.   He also serves as Membership Chair for the Columbia Business School Alumni Club of NY and recently completed a 3-year term as Chair of the Endowment Committee for the Unitarian Church of Westport.

Recently Featured Volunteers

Som Chivukula


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Frank Graziano


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O. James Sterling


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Thomas Mathews

September 2006 - Webmaster
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Christine Whittemore

May 2006 - Chair of the Greeter Subcommittee
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Penny Hammond

April 2005 - Chair of the Membership Committee
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