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Bart J. Partington, MBA, CFP®
National Wealth Advisors, Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
914 729-1108
www.nationalwealthadvisorsinc.com
bpartington@nwadvisorsinc.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
Education:
• New York University Graduate School of Business
MBA Finance
• Middlebury College, BA Biology
Specialization:
• Comprehensive Financial Planning
• Pension, Executive, and Employee Benefit Plan Design
and Planning
• Investment and Retirement Plans
• Estate Planning
• Risk Management
Business Experience:
• Registered Representative, HSBC Securities (USA), Inc.
• Vice President, Private Banker, HSBC Bank USA, Inc.
• Vice President, Relationship Manager,
The Bank of New York, Inc.
• Multinational Account Representative,
American International Group
• Market Researcher, PepsiCo International
• Member of NYSSA, The CFA Institute and the FPA.
• Has two daughters and resides in Rye, N.Y.
• Bart enjoys family, tennis, sailing, travel and reading.
