On this episode, Elio interviews Natalie Moretz, Vice President of Bernstein Private Wealth Management. Natalie discusses why planning and management matters for non-profits especially small-to-medium sized non-profits without a full-time financial manager. Natalie also delves into the world of planning and private wealth management for founders who are building successful businesses with an exit in the near future or those who intended to keep their company in the family. Enjoy.
