Robert Dietz

Director, Wealth Strategies
(713) 204-7369

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


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