First Friday - January 2016 - David Dietze
Point View Wealth Management’s David Dietze, JD, CFA, CFP, Founder, President and Chief Investment Strategist, and John Petrides, MBA, Managing Director & Portfolio Manager, will kick off the New Year with their annual financial presentation to the Chamber. This valuable interactive presentation will help get you and your business ready to profit and prosper in 2017.
· The New Trump Administration: What to expect and how it could impact your bottom line!
· Changes in the NJ tax laws: What changes should you be making now to your estate plans!
· Potential Changes in Federal Tax Laws: Don’t get caught off guard!
· Review of 2016 Investment Landscape: Who made money and why!
· Wall Street Outlook 2017: What are the best opportunities for your 401K/IRA and other investment accounts!
About Point View: This locally owned, Summit based business, is an independent, SEC registered, investment advisor/financial planner since 1993. It’s been ranked #5 on CNBC’s list of the top 100 wealth managers in the country, managing nearly $300 million for 150 families and institutions. It adheres to the highest standards of fiduciary duty.
About David Dietze: David, Point View’s founder, a Summit resident for over two decades, is a lawyer, Chartered Financial Analyst, Certified Financial Planner, and a frequent media guest on CNBC, Fox, Bloomberg and others. He is actively involved in civic and charitable activities, serving as the President of Summit’s Board of Education, and as leadership for Overlook, the YMCA, Summit Area Public Foundation, the Rotary, and his alma maters Dartmouth and The University of Chicago.
About John Petrides: John has over fifteen years experience in managing investment portfolios. Prior to joining Point View, John spent over eight years at Bear Stearns as an equity analyst for its High Net Worth and Large Cap Value Institutional strategies. John is a regular guest on CNBC, Fox, Bloomberg, and others. John received his MBA from Pace University, his BA from Fairfield University, and studied at St Catherine’s College, Oxford University, England.