Marley Bernard
President
Iron Birch Advisors
Marley Bernard has been serving as the President of Iron Birch Advisors, a subsidiary of Ameriprise Financial located in Manhattan. Her practice focuses on wealth management including retirement, insurance and estate planning. She can be seen as the financial coach at “The Girls’ Lounge”, powered by The Female Quotient. The Female Quotient is committed to advancing equality in the workplace through collaboration, activating solutions for change and creating measurements for accountability.
Bernard began her career with AXA Advisors in 2006. In 2013, she was promoted to Vice President and by 2015, she ranked nationally as the top female VP at AXA Advisors.
She was born and raised in Manhattan, where she lives today with her husband Gregg. Bernard attended The Ramaz School where she was captain of her basketball team, which won the championship of the Yeshiva League. She is a graduate of Boston University. Bernard has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania and her hobbies include PickleBall, and Zumba.