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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