November Joint Dinner with DEPC: Wealth Management & Planning Across Generations
Wealth Management & Planning Across Generations
Matt Pritzkur & Robert Hart, CFP, Bernstein
Matt Pritzkur: Associate Director—Wealth Strategies Group
Matthew S. Pritzkur has been with Bernstein as a member of the Washington, DC, office since 2005. He currently works as an Associate Director in the firm’s Wealth Strategies Group. Matt holds his Series 7, 66 and 31 licenses, and has earned a Certified Fund Specialist designation from the Institute of Business & Finance. Prior to joining Bernstein, he worked for two years as a financial advisor with American Express Financial Advisors. Matt graduated from the University of Delaware, where he earned a BA in economics, was a founding member and manager of the Blue Hen Investment Club, and was a member of the track and cross-country teams.
Robert Hart, CFP: Vice President, Financial Advisor
Financial Advisor responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Private Wealth Private Management, provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.