Matt Bernocchi Email
Partner @ Sax Wealth Advisors, LLC
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Matt Bernocchi Location
- New York, NY, US
Matt Bernocchi Work
- Partner @ (January 2025 - Present)
- Wealth Advisor @ (June 2023 - Present)
- Associate Wealth Advisor @ (July 2019 - June 2023)
- Financial Advisor @ (April 2019 - July 2019)
- Associate Financial Planner @ (May 2017 - July 2019)
- Fund Administrator @ (June 2016 - May 2017)
- Senior Analyst @ (December 2015 - June 2016)
- Mutual Fund Analyst @ (July 2014 - December 2015)
Matt Bernocchi Education
- NYU School of Professional Studies
Certificate in Financial Planning
- University of Scranton
Bachelor of Science (B.S.) (Operations Management and Supervision, Finance)
Matt Bernocchi Summary
- Matt Bernocchi, based in New York, NY, US, is currently a Partner at Sax Wealth Advisors, LLC. Matt Bernocchi brings experience from previous roles at Sax Wealth Advisors, LLC and Waterstone Wealth Advisors LLC. Matt Bernocchi holds a Certificate in Financial Planning @ NYU School of Professional Studies. Matt Bernocchi has 2 emails on RocketReach.
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