Time to Get Cautious? 1 hour CPE - Other Kip Schaefer, CFP, Vice President, Bernstein Private Wealth Management Matthew Pritzkur, Senior Analyst, Bernstein Private Wealth Management
With the US stock market recovery now one of the longest on record, some wonder whether conditions are overextended. Others focus on the array of geopolitical risks around the world. We see economic expansion and earnings growth continuing to support markets as well as resilience in the face of geopolitical events. While corrections can happen at any time, they are impossible and costly to time. Diversification, in our view, is the best form of downside protection.
Kip Schaefer, CFP® is a Vice President with AB Bernstein, a global investment management firm. He’ll be joined by his colleague Matt Pritzkur a member of Bernstein’s Wealth Planning and Analysis team. Together they’ll share capital market insights, as investors’ question: is it Time to Get Cautious?
Kip D. Schaefer is a Vice President and Financial Advisor in the Philadelphia office of Bernstein. He provides comprehensive investment planning services to private clients, families and nonprofit organizations, working to develop and maintain investment strategies suited to their long-term spending needs, risk tolerance and legacy goals. He works closely with clients and their other professional advisers on a wide range of matters to meet their financial goals. Prior to joining the firm in 2014, Kip was the vice president of institutional business development with National Philanthropic Trust, responsible for managing relationships with institutional partners, charitable gift planning, investment management and philanthropic consulting. Before that, he was a managing director/principal with Bear Stearns & Co. and managed a multibillion-dollar bond-trading matched book. He managed relationships for institutional clients in the US and abroad and was part of a team responsible for developing a firmwide fixed-income trading platform. Kip earned a BA in psychology from the University of North Carolina at Chapel Hill and an MS in fund-raising and philanthropy from New York University, receiving the Heyman Center Award for Excellence and Achievement in recognition of outstanding academic achievement and service to the fund-raising profession and nonprofit community. Kip is a Certified Financial Planner™ professional.
Kip is a member of the Financial Planning Association, Philadelphia Estate Planning Council and the Philadelphia Zoo Gift Planning Advisory Council. He is also active as a youth athletics coach for both soccer and Little League baseball. Kip and his wife live in Jenkintown, Pennsylvania, with their three children. Matt Pritzkur
Matthew Pritzkur has been with Bernstein as a member of the Washington, D.C. office since October 2005. He currently works as a Senior Analyst in the firm’s Wealth Planning and Analysis Group. Matt holds his Series 7, 66 and 31 licenses and has earned a Certified Fund Specialist designation from the Institute of Business & Finance. Prior to joining Bernstein, Pritzkur worked for two years as a financial advisor with American Express Financial Advisors. Matt graduated from the University of Delaware, where he earned a BA in economics, was a founding member and manager of the Blue Hen Investment Club, and was a member of the track and cross country teams.