Events/Press Releases

November 14, 2017

Point View's John Petrides presented to Pace University's Graduate Finance Club on Monday Nov 13, 2017 on "Investing for the Long Term". Please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or visit our website at www.ptview.com to find out how Point View’s wealth management services can help you and your family achieve long term financial goals and objectives.

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

November 13, 2017

Proud to help sponsor the 2017 Herd football golf outing, which raises much needed scholarship money
 
 

November 10, 2017

Point View's John Petrides to present to Pace University's Graduate Finance Club on Monday Nov 13, 2017 on "Investing for the Long Term". Please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or visit our website at www.ptview.com to find out how Point View’s wealth management services can help you and your family achieve long term financial goals and objectives.

 

September 19, 2017

The Boy Scouts of America presented their 2017 Distinguished Citizen Awards tonight to Karl Hersch, Claire Toth, and Albert Lord. I couldn't think of more deserving honorees who better reflect Scouting's values and are more committed to our community. All proceeds raised benefit Scouts from under served locations, including teaching them STEM skills!

 

September 9, 2017

Point View’s Claire Toth to be honored by the Boy Scouts of America as "2017 Distinguished Citizen" on Tuesday, September 19, 2017 at 6:30pm. Please click here for more information.
 

 

May 18, 2017

Point View Wealth Management was proud, once again, to present to the Exxon Mobil Retirees Club. Click here to view presentation.

 

 

May 18, 2017

Our Summit Area Public Foundation was delighted and proud to be recognized and honored at the Overlook Foundation, the charitable endowment associated with Overlook Medical Center, Friends of Overlook Foundation Dinner tonight. From left Michael Tannenbaum, Foundation Prez, Cary Hardy, SAPF Trustee, Reagan Burkholder, SAPF Secretary and Trustee, Meg Dietrich, SAPF Trustee, Jack Cooper, SAPF Prez, David Dietze, SAPF VP and SAPF and Overlook Trustee, Gregory Sachs, SAPF Trustee, and Alan Lieber, Overlook Medical Center Prez.

 

May 15, 2017

Point View Wealth Management is proud, once again, to present to the Exxon Mobil Retirees Club, Thursday, May 18th, 10am at the Morris County Library

David G. Dietze, JD, CFA, CFP, President and Chief Investment Strategist, and John Petrides, MBA, Managing Director, will be presenting to the group during these most interesting times on “How to Prepare Your Portfolio for the Unexpected, and Avoid Overreacting!” The event will be held at the Morris County Library at 10 am on Thursday, May 18.  They will provide their insight and update on the state of the market, and offer ideas on generating long term investment returns.
If you are interested in attending please call us at 908-598-1717, or email This email address is being protected from spambots. You need JavaScript enabled to view it. to get more details.
 
 

April 7, 2017

Huge thanks to Dr. Roz Dorlen, an award winning board certified clinical psychologist in private practice in Summit for nearly 40 years, for delivering such an optimistic message to the Suburban Chamber of Commerce this morning..  From left Point View Wealth Management Founder and Board of Education President the David Dietze, Roz, and John Petrides, Managing Director and Portfolio Manager at Point View.   

 

April 2, 2017

The Dartmouth Club of Suburban NJ, whose primary mission is to raise scholarship funds for students from our area, was treated to a talk by Ron Chen, Class of '80 and Rutgers Law School Dean on 3/29/17. From left Joseph Dempsey, '82, Day of Service Chair, Jon Rabinowitz, '74, Event Organizer and Treasurer, Ron, and David Dietze, '78 and President of the Club!

 

April 2, 2017

Congrats to the trustees/supporters of the Foundation for the Summit Public Library, including Debra Winkler McCann, Robert Rubino, Mary Ogden, Mike Katz, Jim Fleischmann, and Sandy Bloom for a wonderful benefit this afternoon, with a moving performance by the NJ Symphony Orchestra. Our Library is a jewel in our City!

 

April 1, 2017

Delighted to help support NJ Visual Arts Center tonight, a pioneer in arts education in our community!

 

April 1, 2017

Wonderful to celebrate Summit’s diversity tonight at the 5th Annual Festival Latino - Union Hispana. The Hispanic Parents Association, and of course the students, hosted a marvelous evening!

 

March 23, 2017

Humbled to be honored as Distinguished Citizen of the Year by our Suburban Chamber of Commerce at the Grand Summit Hotel last night.  Joined by Mort O’Shea, Master of Ceremonies and Chamber Officer Beth Welsh.

 

March 17, 2017

I, my fellow Summit Board of Education members, and members of the administration are delighted to welcome Ms. Michelle Derpich to Summit Public Schools. She will begin her new position as Director of Secondary Education on Monday, March 20th. 

 

March 10, 2017

Excited to launch our new Dietze for Summit Council website!  Please also like our new campaign FB page!

 

 

March 6, 2017

Humbled with this opportunity to serve Summit!  

 

March 3, 2017

The Suburban Chamber of Commerce was treated to a fine presentation by Summit resident Niru Mallavarupu, Founder & CEO of MobileArq, on how to use apps to increase productivity, at the Grand Summit Hotel this morning.

 

March 2, 2017

Dietze for Summit Common Council

 

February 28, 2017

Humbled to receive this recognition!

 

February 21, 2017

Point View’s David Dietze humbled to be honored  by the Suburban Chamber of Commerce as “Citizen of the Year” on Thursday, March 22, 6 pm, at the Grand Summit Hotel, Summit, NJ. Click here for more information.

 

February 4, 2017

Dartmouth Club of Suburban NJ officers welcomed D Professor Brett Gamboa at his presentation on Hamlet before seeing the play performed at Princeton's McCarter Theatre today. From left yours truly, Susan Felter '74, Jim Felter '74, Brett, Jonathan I. Rabinowitz '74, and Joe Dempsey '83!

 

February 2, 2017

Summit Downtown, Inc. (SDI) welcomed its new trustees at the first board meeting of the year on Thursday. Point View’s Claire Toth will serve as an upper floor business representative and was elected Treasurer.

Summit Downtown, Inc. board meetings are open to the public and are held at 8am on the last Wednesday of each month in the Whitman Room in City Hall.  Summit Downtown, Inc. is a nonprofit organization dedicated to the on-going development and promotion of the business community in downtown Summit.

 

January 30, 2017 

Point View is delighted to help support Moms Helping Moms at its Snow Ball! From left Summit realtor Jane Johanson, John Hak (Mtn Lakes HS '72) and Claire Toth!

 

January 26, 2017 

Point View’s Claire Toth will be presenting Estate Planning in a Turbulent Landscape to the Millburn AAII Investment Education Group on Tuesday, February 14, 2017Click here for more information. 

 

January 24, 2017

The Dartmouth Club of Suburban NJ, which raises scholarship funds for area students, attended  Club and Affiliated Group Officers Weekend on January 21, 2017 in Hanover, NH.  Club members focused on developing best practices for club management, interacting with other clubs from around the world, and receiving updates on campus developments.  From left Summit resident, Point View Wealth Management founder, and Club president David Dietze, Susan Felter, Kristina Neilson, Jim Felter, Bernardine Wu, and R. Perry Neilson, Jr.

 

January 18, 2017

Point View Wealth Management’s President, Founder, and Chief Investment Officer David Dietze, along with colleagues Claire Toth, and John Petrides gave their annual presentation to the Suburban Chamber of Commerce First Friday meeting on January 6 at the Grand Summit Hotel. Dietze and team discussed the outlook for the stock market, and provided guidance for the new tax rules in New Jersey. Click here to watch the televised presentation. 

 

January 6, 2017

Point View’s David Dietze, Claire Toth and John Petrides were proud to present their investment and tax advice to prepare for the upcoming year to the Suburban Chambers of Commerce.  Click here to review the slides and click here to read the text of David Dietze’s remarks.

 


 
 

Events Index

2016

December 27, 2016

Point View’s David Dietze, Claire Toth and John Petrides will kick off the New Year with their annual financial presentation to the Suburban Chamber of Commerce on Friday morning, January 6.  For more details and to register, click here.

 

December 15, 2016

Give a big welcome to two new Vice Principals at Summit’s Middle’s School, Michelle Cebula and Alicia Subervi.  From left, David Dietze, President of the Board of Education, Michelle, Alicia, Middle School Principal Damen Cooper, and Superintendent June Chang.

 

December 14, 2016

Point View’s David Dietze prevailed in three categories in the North Jersey Investment Forum’s annual stock and market forecast contest.  He took first place for his 2016 selections for the best “long”, best “short” and the closing yield on the US 10 Year Treasury bond.  The North Jersey Investment Forum, a group of investment professionals, gather regularly to review the market and investment ideas.

 

 

 

December 9, 2016

Big shout out to the Summit Education Foundation!  At Summit District’s Board of Education meeting last night (12/8/16), Amy D'Andrea presented on behalf of the SEF the 2016 Fall Grants totaling nearly $450,000!  Details here  From left: Sue Thatch, SEF Asst  Grants  Chair, Diana Sajer, SEF Vice President, David Dietze, BOE President, Amy D’Andrea, SEF  Grants  Chair, Irene Murdock, SEF President

 

 

 

December 5, 2016

Point View’s David Dietze presented to the Summit/New Providence Rotary on the psychology of investing.  David discussed a few basic rules all investors should follow which included plenty of diversification, avoiding trend following, and emphasizing facts over opinions, especially those of in-laws and ones received at cocktail parties. He also reviewed the relative valuation of various markets by noting the many problems in Europe vis-à-vis the US are already reflected in their stock prices and there may be more bargains available there than in the US. He noted other similar examples in various markets.  David’s presentation was followed by Q & A.  Click here to view presentation.

 

 

 

December 1, 2016

SAGE Eldercare commemorated 50 years of Meals on Wheels with a celebration at Canoe Brook Country Club last night (Wednesday, November 30).  Over 200 supporters attended.  The honorees of the celebration were the late Joan Hoffmann, the nation’s longest-serving Meals on Wheels volunteer, and Kathleen DiChiara, founder and former President and CEO of the Community Foodbank of New Jersey.  Shown at the event, from left, Claire Toth, SAGE Executive Director Angela Sullivan, and Point View Wealth Management Founder David Dietze.

 

 

December 1, 2016

Point View’s David Dietze and John Petrides will be presenting to the Suburban Chamber of Commerce  on the 2017 investment outlook at its First Friday Networking Breakfast, 8 am, January 6, 2017, at The Grand Summit Hotel in Summit. Registration coming soon at Suburbanchambers.org .



 

 

October 20, 2016

Point View’s David Dietze and Dr. Rob Rubino co-Chaired an event honoring Chris Coates, Mike Helmer, and Mike McTernan as 2016 Distinguished Citizens by the Boys Scouts of America at Canoe Brook CC last night (10.19.16). We raised over $70,000 to further the Scout’s mission of providing under privileged youth with the Scouting experience, including the new STEM initiatives!

 

 

october 17, 2016

Point View proudly presented to a Ridgewood, NJ group of retirees on 10.17.16 on Portfolio Strategies on the Eve of the Presidential Election and Beyond! Click here to view presentation

 

 

 

October 13, 2016

The Dartmouth Club of Suburban NJ held its Fall meeting Wednesday, October 12, featuring Mike McTernan '86 on his experiences as Prez of Summit's City Council. From left Jim Felter '74 and Club VP, Mike, Bill Cunningham '78, and David Dietze '78, and Club Prez.

 

  

 

 

September 29, 2016

David Dietze and John Petrides Will Present On Portfolio Strategies on the Eve of the Presidential Election and Beyond! To the Ridgewood Hobbyist Group at the First Presbyterian Church, 722 E Ridgewood Ave, Ridgewood, N.J. 07450, 2:00 p.m., Monday, October 17, 2016.

 

 

September 27, 2016

David Dietze and Dr. Robert Rubino are proud to Co-Chair the Boy Scouts of America 2016 Distinguished Citizens Awards Banquet, to honor Michael McTernan, Chris Coates, and Michael Helmer, on Wednesday, October 19, 2016 at 6:30 pm, at Canoe Brook Country Club, Summit, NJ. Please click here to attend or to learn more.

 

 

 

September 27, 2016

The Point View team collaborating on a client’s investment portfolio and financial plan!

 

 

 

September 20, 2016

Delighted to work with my fellow Board members and Administrative officials to ensure that the Summit, NJ District provides the best possible education for all of our students.

 

 

September 15, 2016

Point View Proudly Presents to the Activities Unlimited Investment Group. Click here to view presentation.

 

 

September 9, 2016

Proud to join other Overlook Foundation board members, staff, and supporters to cheer the near completion of the helipad at Overlook Medical Center this morning. The helipad will increase the speed with which stroke patients can be transferred to Overlook.  Saving time = saving lives!

 

 

May 19, 2016

Point View proudly presented to the Exxon Retirees Club on 5.19.2016.  Click here to view presentation.

 

 

May 13, 2016

We thank Katherine Kalin as she steps down as President of the Summit Board of Education. I am humbled to assume this role for the upcoming year!

 

March 8, 2016

Dartmouth '78s rallied in NYC last night in honor of Delaware's next Governor, John Carney, '78. From left, David Dietze, Ken King, Tom Hopkins, John Carney, Steve Mandel, and Phil Jackmaugh.

 

March 7, 2016

The Dartmouth Club of Suburban NJ welcomed today (3/7/16) Mark Hoffman, JD, Director of Communities, Office of Alumni Relations down from Hanover for a visit with Club officers and members. The Club helps raise scholarship funds for local students and welcomes all alums, friends, and family members in our mission. From left, seated, David Dietze, '78, Club Prez, Mark Hoffman, Andy Thompson, '90, DED. From left, standing, Jon Rabinowitz, '74, Treasurer, Mike McTernan, '86, DED, Jim Felter, '74, Secretary, and Joe Dempsey, '83, Service Day Chair.

 

February 20, 2016

Dartmouth Club of Suburban NJ packed up hundreds of boxes of sustenance today (2.20.16) for seniors at the NJ Community FoodBank, Hillside, NJ. Give a rouse to Joe Dempsey, D '83, and trustee at the FoodBank for organizing the effort! Summit resident David Dietze, D’ 78, is President of the Club, which also helps raise money for scholarships for local students. [photo of girl is Betsy Dietze, sophomore at Summit High School]

 

January 12, 2016

David Dietze and John Petrides shared their investment and economic outlook with the Madison Chamber of Commerce.

Click here to view presentation

 

January 8, 2016

Point View’s David Dietze and John Petrides were proud to present their investment advice to the Suburban Chambers of Commerce.

Click here to review the slides.

 
 

2015

December 15, 2015

David Dietze was honored at The Investment Forum of Northern New Jersey’s awards banquet last night

October 19, 2015

Point View's David Dietze & John Petrides presented to the Ridgewood, NJ Hobbyists Club today on The Search for Bargains and Income in the Seventh Year of an Historic Bull Market".

Click here to view the presentation

August 11, 2015

Point View's John Petrides (middle) presented to the American Association of Individual Investors. Alongside are Barbara Tomalonis (left) and Benson Wang (right) organizers for the Millburn AAII Investment Education Group

Click here to view slides of the presentation.

July 1, 2015

Point View’s John Petrides to present to the American Association of Individual Investors, on Tuesday, August 11, 2015, 7pm, at the Millburn Library, Millburn, New Jersey.

Click Here for More Details

June 1, 2015

David Dietze, founder of Point View Wealth Management, an investment advisor based in Summit, and John Petrides, Managing Director and Portfolio Manager of Point View Wealth Management presented yesterday to the Rotary Club of Summit – New Providence on "The Five Top Questions Investors Are Asking Today," held at the Grand Summit Hotel.

Click here to view the presentation.

Click here to read the article published on TAPintoSummit.com.

May 26, 2015

John Petrides presented to the Morris Area Planners Group on An Introduction to Separately Managed Accounts.

Click here to view the presentation.

May 14, 2015

Summit Board of Education: 2015-2016

Back Row (L to R): Superintendent of Schools, June Chang; Director of Special Services, Dr. Jane Kachmore-Desonne;

Assistant Superintendent for Business, Louis Pepe; Board Vice President, David Dietze; Board Member, Rick Hanley;

Assistant Superintendent of Curriculum Dr. Julie Glazer

Front Row (L to R): Board Member, Debbie Chang; Board Member, Deb McCann; Board President, Katherine Kalin;

Board Member, Celia Colbert; Board Member, James Freeman

May 7, 2015

Point View's John Petrides and David Dietze tour Fidelity Investments' chart room while attending its RIA Investment Symposium in Boston today.

April 29, 2015

David Dietze, founder of Point View Wealth Management, an investment advisor based in Summit, presented last night on "Donor-Advised Funds and Private Foundations," while A. Jude Avelino of Avelino Nitkewicz LLP discussed IRA and retirement assets, at an educational session sponsored by the Overlook Foundation on Wednesday, April 15 at the Beacon Hill Club, 250 Hobart Avenue, Summit, N.J.

Click here to view the outline of the presentation

March 16, 2015

David Dietze presented to the Ridgewood Hobbyists Investment Club on Investing for Income and Growth Amid Record Low Yields.

Click here to view the presentation

March 9, 2015

Point View's growth continues, introduces new team member.

Click here to read the formal press release

March 2, 2015

Point View’s David Dietze is to be honored at the Boy Scouts 2015 Good Scout Award Dinner, on April 29, 2015, at the Grand Summit Hotel, Summit, New Jersey.

Click here for more information

January 9, 2015

David Dietze presented to the Chamber of Commerce on the economic/investment outlook at January's First Friday breakfast.

Click here to view the slides

January 9, 2015

Sharing our investment and economic outlook with the Suburban Chamber of Commerce.

To read the formal press release please click here

January 5, 2015

Point View Wealth Management is delighted to announce that John Petrides has joined our team as Managing Director/Portfolio Manager:

To read the formal press release please click here

2014

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Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 800-252-7854 / 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
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