Robert W. Dietz is a Director and Vice President in Bernstein’s Wealth Strategies Group and is based in the firm’s Minneapolis office. He focuses on multigenerational wealth transfer planning and works with high-net-worth clients and their professional advisors to optimize structures for tax-efficient investment, and wealth transfer. Dietz joined the firm in 2006, serving as an analyst and senior analyst before becoming a Director in 2017. He earned a BA, cum laude, in finance from Augsburg College and is a CFA® charterholder. Dietz is a member of the CFA Society of Minnesota and the Minneapolis Estate Planning Council.

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