Matt Reznik
Lid van de Investeringscommissie bij Balasa Dinverno Foltz LLC
Profiel
Mr. Matthew S.
Reznik, CFA MBA, is a Partner & Wealth Advisor at Balasa Dinverno Foltz LLC and a Member at Financial Planning Association.
As a member of the BDF Investment Committee, he helps set the firm’s investment strategy and he mentors staff members who produce the research upon which those investment decisions are made.
Another key part of his role is educating BDF clients through monthly updates on market trends, portfolio changes and planning opportunities.
Mr. Reznik was previously employed as Senior Auditor by Arthur Andersen LLP and Senior Consultant by Deloitte Consulting LLP.
He earned a BS in Finance and Accounting from the University of Pennsylvania and an MBA with concentrations in Finance and Strategic Management from The University of Chicago Booth School of Business.
He has earned Certified Public Accountant, Certified Financial Planner practitioner, and Chartered Financial Analyst designations.
Actieve functies van Matt Reznik
| Bedrijven | Functie | Begin |
|---|---|---|
Balasa Dinverno Foltz LLC
 Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Lid van de Investeringscommissie | 01-04-2012 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 28-03-2011 |
Eerdere bekende functies van Matt Reznik
| Bedrijven | Functie | Einde |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Opleiding van Matt Reznik
| University of Pennsylvania | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
