Clare Golla, CFP, Bernstein

Clare Golla, CFP, Bernstein

National Managing Director

As National Managing Director of Philanthropic Services for Bernstein, Clare Golla and her team drive business strategy, thought leadership, and implementation of comprehensive investment and related services for clients across the social sector. A frequent public speaker and writer, she also hosts “Inspired Investing,” a podcast dedicated to social sector financial health and best practices. Prior to joining Bernstein in 2010, Clare enjoyed a career in nonprofit and philanthropic finance and fund development, and she led the institutional practice for a leading community development financial institution. She earned a BA, magna cum laude, from Harvard University, an MA from the University of Chicago, and she is a CERTIFIED FINANCIAL PLANNERTM professional. Clare has served on numerous boards and finance committees and currently acts as treasurer for the Albert Pick, Jr. Fund. She lives with her family in Oak Park, Illinois.

Finance: Shifting Gears: Outlook for Fiduciaries and Philanthropists

Amidst a pivoting interest rate and inflationary environment, slowing economic growth, political polarization and major demographic shifts, social sector leaders face a formidable task:  developing and implementing strategies to financially support your mission both today and in the future.  Where should finance and investment committees focus to successfully navigate complex terrain?  How might the economy […]

Finance Track NASBA Field of Study: Finance
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