Point View Wealth Management’s President and Investment Strategist, David Dietze, JD, CFA, CFP™, will be speaking to the Activities Unlimited Investment Study Group at the Wyckoff Reformed Church on 580 Wyckoff Avenue in Wyckoff, NJ on June 14, 2012 at 9:30am. For further information, please contact Herb Umland at (201) 280-3461 or email@example.com.
The title of the presentation is Investing in Retirement: Preserving Capital and Generating Income in Volatile Times.
David G. Dietze is President and Chief Investment Strategist of Point View Wealth Management, Inc., an SEC registered investment advisor, which he founded in 1993. PVFS has been named one of the country's top wealth managers by Bloomberg Wealth Manager magazine. Point View assists individuals, families, trusts, and others to develop and implement appropriate investment policies in the management of their financial assets.
Mr. Dietze has devoted many years to investing and analyzing the markets. He has been awarded both the Chartered Financial Analyst designation by the CFA Institute and the Certified Financial Planner designation by the CFP Board of Standards. He is a member of various professional organizations, including the CFA Institute and the Investment Forum of Northern New Jersey.
David Dietze speaks and writes frequently on financial topics. He has authored articles such as "To Index or Not to Index", published in Better Investing, "International Investing", published in The Metropolitan Corporate Counsel, and "Over Long Run, Stocks Prove Worth", published in the
Independent Press. He also published the article, "The Limited Liability Company: Latest Strategy and Developments" in Insights: The Corporate & Securities Law Advisor. He also teaches courses on investing, including at the Summit Area Community School.
Mr. Dietze is interviewed frequently by the financial press, and has been cited in various periodicals including The Wall Street Journal, The New York Times, LA Times, Forbes, U. S. News and World Report, Investor's Business Daily, The Star-Ledger, Business News New Jersey, The Daily Record, and Stages, Fidelity Investments' magazine of personal finance. He also appears regularly on Bloomberg, CNBC, Fox Business, and CN8, the Comcast Network.
Mr. Dietze, born in 1956, graduated Phi Beta Kappa, magna cum laude, and with Honors in his major, Economics, from Dartmouth College in 1978. There, he was a Rufus Choate Scholar and received five citations in English, Latin, and Greek. He studied Spanish in Granada, Spain. He pursued graduate studies at Yale University in 1978 and 1979 in Classical Studies and Political Philosophy, earning Honors work.
He earned his law degree from The Law School at The University of Chicago in 1982. He is an attorney at law and member of the Bar of New Jersey. He has practiced corporate and finance law with New York based White & Case and Washington, D.C.'s Crowell & Moring.
Mr. Dietze is actively involved in local community and charitable activities. He is a member of Summit’s Board of Education, President of the Dartmouth Club of Suburban New Jersey, past President of the Rotary Club of Summit/New Providence, past President of the Summit Tennis Club, past President of the Downtown Club, board trustee and Chair of the planning and budget committee of the Overlook Foundation, Vice President of the Summit Area Public Foundation and Co-Chair of its investment committee, past board trustee, Treasurer, and Chair of the investment committee of the Summit Area YMCA, Participation Chair for Dartmouth College's Class of 1978, member of the reunion and gift committees for the University of Chicago’s Law School Class of 1982, and an active member of the Suburban Chamber of Commerce and the Canoe Brook Country Club. Mr. Dietze enjoys reading, tennis, golf, skiing and paddle tennis.
Mr. Dietze resides in Summit, New Jersey with his wife, son and daughter.