Director—Wealth Strategies Group
Robert W. Dietz is a Vice President and Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning matters, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy and diversification planning for holders of concentrated portfolios. Robert joined the firm in 2006 and began working with the Wealth Strategies Group in 2011, serving as an analyst, senior analyst and associate director before becoming a director in 2017. He earned a BA, cum laude, in finance from Augsburg College and is a Chartered Financial Analyst (CFA) charterholder. Robert is a member of the CFA Society of Minnesota and the Twin Cities Estate Planning Council.