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Matt Bernocchi Location
New York, NY, US
Matt Bernocchi Work
2025 -now Partner @
2023 -now Wealth Advisor @
2019 -2023 Associate Wealth Advisor @
2019 -2019 Financial Advisor @
2017 -2019 Associate Financial Planner @
2016 -2017 Fund Administrator @
2015 -2016 Senior Analyst @
2014 -2015 Mutual Fund Analyst @
Matt Bernocchi Education
University of Scranton
Bachelor of Science (B.S.) (Operations Management and Supervision, Finance)
NYU School of Professional Studies
Certificate in Financial Planning
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 Bachelor of Science (B.S.) in Operations Management and Supervision, Finance @ University of Scranton. Matt Bernocchi has 2 emails on RocketReach.
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