Range
Reed Bertram is a dedicated financial professional with a background in economics, currently serving as a Financial Planning Associate at Range since October 2023. Prior experiences include a role as a Registered Client Service Associate at Morgan Stanley and multiple positions within the Penn State THON organization, including Alternative Fundraising Captain and THON Finance Committee CFO, where Reed played a crucial role in managing monetary donations and maintaining accurate financial records. Reed's experience as a Financial Representative at Northwestern Mutual and an internship at Morgan Stanley further solidified knowledge in financial planning and client relations. Reed holds a Bachelor of Science in Economics and a minor in Business from Penn State University.
Range
Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment services, retirement planning, estate planning, tax planning, insurance optimization, and more.