Robert Dietz

AllianceBernstein
Director, Wealth Strategies
robert.dietz@bernstein.com
(713) 204-7369

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Robert W. Dietz is a Director and Vice President in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He focuses on multigenerational wealth transfer planning and works with high-net-worth clients and their professional advisors to optimize structures for tax-efficient investment, and wealth transfer. Dietz joined the firm in 2006, serving as an analyst and senior analyst before becoming a Director in 2017. He earned a BA, cum laude, in finance from Augsburg College and is a CFA® charterholder. Dietz is a member of the CFA Society of Minnesota and the Minneapolis Estate Planning Council.

About Us: AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 25 countries, with more than 3,700 employees worldwide. They serve clients ranging from institutions to individuals and private clients, and they offer independent research, portfolio strategy and brokerage-related services tailored to clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors.

Archived Webinars Offered

THE SECURE ACT: ESTATE PLANNING FOR INFLATION, TAXES & INVESTMENT STRATEGIES

Date RecordedJune 19, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other