Bernstein Global Wealth Management Principal Marc Penziner to Speak on the "Investor's Mindset" at SUNY Ulster
Bernstein Global Wealth Management Financial Advisor-Principal Marc Penziner will share perspectives on "The Investor's Mindset: How Our Nature Influences Our Investment Decisions" on March 19 at SUNY Ulster.
STONE RIDGE, NY, March 08, 2013
The program will begin at 7:30 a.m. at the Student Life Center in Vanderlyn Hall.Penziner will look at how decision making affects the investment choices people make and the impact those choices have on the market and investment outcomes. Drawing on work by behavioral psychologists and economists, Penziner will address the lessons investors can learn about handling risk and how to become a better investor, even during very challenging times in the capital markets.
Focused on the upstate New York market, Penziner works with high-net-worth investors, both in the U.S. and abroad. He specializes in retirement planning, the preparation and sale of privately-held businesses, and the spending policy and asset allocation guidelines of endowments and foundations.
Prior to assuming his current position in 2009, he was a client advisor, having joined the firm in 2003 as a private client associate. Previously, Penziner was an account executive for Katz Media Corp. in New York City and Washington, D.C., with a focus on national and local political campaigns. He holds a bachelor's degree in media management from the S.I.
Newhouse School of Public Communications at Syracuse University, where he was a Chancellor's Scholar. He is the Treasurer of the Professional Development Council of the S.I. Newhouse School at Syracuse University, serves on the board of the Syracuse University Alumni Association, and is a Syracuse University Pathfinder.
Free and open to the public, reservations are required by calling (845) 687-5262. The lecture series is endowed by Ulster Savings Bank.
About SUNY Ulster
Ulster County Community College is a two-year college of the State University of New York, located in Stone Ridge, in the Hudson Valley and Catskill Mountain region. SUNY Ulster offers students small classes and faculty; online degree programs and courses; computer and technology facilities; and cultural programming; as well as continuing education and services for businesses. More than 60 percent of SUNY Ulster graduates continue their studies at four-year public and private institutions throughout the state and nation. For more information, visit http://www.sunyulster.edu