Clay Oh
Associate Director at Bernstein Private Wealth Management | Dallas, Texas, United States
Clay Oh’s Email & Phone Number
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Clay Oh serves as an Associate Director at Bernstein Private Wealth Management within the financial services sector, operating out of Dallas, Texas. He functions as a financial planner who applies sophisticated modeling and cutting-edge investment solutions to navigate complex client challenges that extend beyond traditional wealth management. His academic background from California State University, Fullerton provides the foundational knowledge he leverages alongside AllianceBernstein’s proprietary research frameworks to guide clients toward long-term financial stability.
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Associate Director at Bernstein Private Wealth Management in November 2024 - Present
Senior Analyst, Investment and Wealth Strategies at Bernstein Private Wealth Management in December 2023 - November 2024
Analyst, Wealth Strategies at Bernstein Private Wealth Management in January 2022 - December 2023
Financial Planner at Goldman Sachs Ayco Personal Financial Management in July 2019 - December 2021
Financial Representative at New York Life Insurance Company in November 2018 - July 2019
Unit Supply Supervisor at US Army in March 2013 - October 2018
Bookkeeper at Laservision World in September 2006 - February 2013
Student Fund Manager at California State University, Long Beach in May 2011 - May 2012
California State University, Fullerton, M.S. in Taxation, September 2026
UC Irvine, Personal Financial Planning, September 2026
Liberty University, Master’s Degree, September 2026
We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide our clients and communities to achieve a more meaningful future. AllianceBernstein, L.P. does not transact or advise on any cryptocurrency or related products. In addition, we do not conduct business through Facebook, WhatsApp, or any other social media. Any posts on such sites are fraudulent and have not been made by AllianceBernstein, L.P.
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What is Clay Oh email address?
Email Clay Oh at [email protected] and [email protected]. This email is the most updated Clay Oh's email found in 2026.
How to contact Clay Oh?
To contact Clay Oh send an email to [email protected] or [email protected]. (updated on October 18, 2025)
What company does Clay Oh work for?
Clay Oh works for Bernstein Private Wealth Management.
What is Clay Oh's role at Bernstein Private Wealth Management?
Clay Oh is Associate Director
What industry does Clay Oh work in?
Clay Oh works in the Financial Services industry.
