Membership Dinner Meeting - Topic: Charitable Planning
Brian D. Wodar Director—Wealth Management Research
Brian D. Wodar is a Senior Vice President and a Director of Wealth Management Research. He provides customized consultation on complex financial issues facing Bernstein’s high-net-worth investors and their professional advisors. Wodar has expertise in advanced asset allocation, trust and estate planning, planning in advance of a business sale, concentrated single-stock exposure and stock option exercise planning. He has also spearheaded Bernstein’s research on the interplay between spending, investment policies and fund-raising for nonprofits. In addition, he has been an author of and contributor to the firm’s published research on these topics, has been cited in many third-party publications, and is a frequent public speaker. A founding member of the Wealth Planning and Analysis Group, Wodar joined the firm in 1997 and directed the creation and implementation of Bernstein’s Wealth Forecasting System, the firm’s largest private client research effort to date. He holds a BA in English from the State University of New York at Albany, and an MA in literature and an MBA in finance from New York University.
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