Philanthropic Mission Possible: Giving Strategies in Today's Environment presented by Anne K. Bucciarelli, CFA - Director, Wealth Planning & Analysis, Bernstein Global Wealth Management

April 13, 2016

11:30 am: Professional Networking

Noon – 1:00 pm: Program & Lunch

RSVP Deadline: Friday, April 8th

Reservations made before the reservation deadline:

$20.00 Members | $30.00 Guests

Anne K. Bucciarelli, CFA

Director—Wealth Planning and Analysis

Anne K. Bucciarelli is a Director in the Wealth Planning and Analysis Group and is responsible for wealth management research. She provides customized advice on complex financial issues for private clients and their advisors on wealth transfer strategies and asset allocation decisions including concentrated stock exposure and planning for corporate executives. Bucciarelli is also responsible for providing investment advice and solutions to not­for­profits and philanthropic individuals as well as next generation wealth owners. She has been the author of and a contributor to the firm’s published research on several topics. Bucciarelli joined Bernstein in 2004, became an analyst in the Wealth Planning and Analysis Group in 2006 and assumed her current position in 2014. She earned her BA in finance and information systems from Loyola University of Chicago, magna cum laude and with honors. A Chartered Financial Analyst (CFA) charterholder since 2011, she is also a member of the New York Society of Security Analysts (NYSSA) and is a founding member of the American Brain Foundation Ambassador Program.