Matt Rizner
Matt Rizner is a Vice President with J.P. Morgan Private Bank who helps families and non-profits establish and meet their goals. This starts with building a deep relationship to understand not only the financial goals, but also the impact and legacy his clients want to leave. The advice covers investment and cash management, customized borrowing, complex trust and estate structuring, and charitable giving.
Outside of his day job, Matt spends his time with Inspirica, a Stamford-based non-profit to help fight homelessness, as well as at Temple Sinai with family and friends. Matt is also an active member of BioCT and CEF to support and expand entrepreneurship industry across Connecticut and Westchester.
Matt holds a bachelor’s degree from the University of Vermont and an M.B.A. from Tulane University. Born and raised in Vermont, he resides in Stamford with his wife, two children, and their mini-labradoodle.
Matt Rizner
Vice President, J.P. Morgan Private Bank
Sheryl is a senior executive with over 25 years’ experience across financial services and technology innovation. A demonstrated leader and entrepreneur with a proven track record and results, Sheryl is skilled at building large enterprise program teams across global business and technology sectors as well as small, agile teams at start-ups. Sheryl began her business career as a software developer at MassMutual in Hartford, eventually serving as a program consultant in Springfield where she oversaw large, enterprise initiatives spanning multiple business and technology areas. She worked with PwC at The Hartford to institute a project management methodology and PMO and led large strategic initiatives for the company. In 2006, she founded an asset management firm in East Hartford with two partners and was responsible for building out practice management platforms that would help advisors scale their business. While a principal at the firm, she co-developed a software technology, IncomeConductor, that supports advisors in solving for, tracking and managing their clients’ income in retirement. She and her two partners, Phil Lubinski and Tom O’Connor, split the technology off from the asset manager in 2017 and founded WealthConductor. Their flagship product, IncomeConductor, is now approved at and being used by over 35 Broker-Dealers and Registered Investment Advisors. Sheryl is a noted speaker and panel member at various industry and association events and holds an MS in Project Management from George Washington University and an MA in Musicology from the University of Connecticut.
Anthony Bartlett, ChFC, CASL, AEP, RICP is the registered principal and CEO of Bartlett Wealth Management where he specializes in wealth management. He has been advising clients on retirement distribution strategies since 1991. He has championed the importance of income for life planning for the pre and post-retiree market place. He has spoken at fortune 500 companies and conducted 100’s of seminars on retirement, estate, and asset protection.
Guergana Rangatcheva, CPA, is a senior audit manager at CohnReznick and serves as Chair of the MIT Enterprise Forum Connecticut’s board. Guergana specializes in audit and compliance services to small and middle market companies. She has extensive experience auditing both public and private companies in a broad range of industries, including technology; manufacturing; health care; financial services; educational institutions; and employee benefit plans. Guergana has also worked with clients in the private equity and venture capital industries. Guergana also serves as the Treasurer for