Stephan Kretzschmar
Vice President @Bernstein Private Wealth Management
Miami-Fort Lauderdale, FL, US
EMAILS
s••••••••@bernstein.com
MOBILE NUMBERS
+13•••••••25
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WORK HISTORY
Apr 2007 — Present
Vice President @Bernstein Private Wealth Management
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Responsible for providing wealth management services and advice for high net worth families. Specialized in retirement planning, risk management, asset allocation/location advice and multi-generational wealth management.
EDUCATION
2000 — 2004
Duke University
Economics
SKILLS
Series 7Wealth ManagementAsset ManagementAsset AllocationAlternative InvestmentsInvestmentsMutual FundsFinancial ServicesHedge FundsInvestment ManagementInvestment StrategiesWealth Management ServicesRisk ManagementFinanceRetirement Planning
ABOUT STEPHAN KRETZSCHMAR
Originally from St. Maarten, I grew up in several countries before moving to the United…
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