Zoltan Pongracz
Third View Private Wealth
Westport, CT, US
EMAILS
MOBILE NUMBERS
+12•••••••53
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WORK HISTORY
Present
@Third View Private Wealth
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EDUCATION
2021 — 2022
Yale School of Management
CPWA®, Private Wealth Management
2005 — 2009
Johnson & Wales University
Bachelor's, Business Administration & Financial Services Management
SKILLS
Asset AllocationRisk ManagementAlternative InvestmentsLife InsuranceFixed IncomePortfolio ManagementPhilanthropic GivingEstate PlanningLong-Term CareHolistic Financial PlanningWealth Management
ABOUT ZOLTAN PONGRACZ
Mr. Pongracz is the Co-Founder and Managing Partner of Third View Private Wealth, where…
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