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Shawn Wamstad

Private Client Advisor, Bernstein’s San Diego office

Mr. Wamstad is a Private Client Advisor in
Bernstein’s San Diego office. He provides
investment planning and management for
foundations, endowments, high-net-worth
individuals, families, and closely-held
business owners. Prior to joining the firm,
Mr. Wamstad was a principal and the chief
operating officer of Covest Capital Partners,
a $500 million private commercial real
estate investment firm where he was
responsible for strategic planning, business
development, oversight of capital raising
efforts and served as legal counsel. Previously, he served as general
counsel for USA Properties, a private commercial real estate
investment firm, and before that he was an attorney with Blanchard,
Krasner & French, advising emerging companies and high-net-worth
clients regarding corporate finance, real estate, securities, intellectual
property and estate planning. Mr. Wamstad earned a BBA in
marketing from Texas Christian University (Magna Cum Laude), an
MBA in finance from the University of San Diego School of
Business and a JD from the University of San Diego School of Law.
Working with other Bernstein professionals, Mr. Wamstad’s
specialties include:


Shawn Wamstad

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