Zoltan Pongracz is the Co-Founder and Managing Partner of Third View Private Wealth, a federally registered investment adviser managing over $1.2 billion in assets for a select group of entrepreneurs, executives, and multigenerational families. Known for his ability to simplify complexity, he combines technical depth with strategic foresight to deliver customized, purpose-driven wealth strategies. Prior to founding Third View, Mr. Pongracz served as a Senior Vice President and Senior Private Wealth Advisor at Procyon, where he led one of the firm’s top advisory practices. In that role, he helped expand the firm’s capabilities in advanced estate planning, insurance integration, and tax-efficient structuring, while supporting both organic growth and strategic initiatives. Earlier in his career, he spent more than a decade at Barnum Financial Group, where he built a leading wealth management practice. In addition to advising individuals, families, and business owners, he led financial wellness programs for Fortune 500 companies, consulted on executive benefit and retirement strategies, and helped launch national financial literacy initiatives. Mr. Pongracz’s expertise spans investment management, estate and tax coordination, risk and insurance planning, financial planning, and business exit strategy. He holds the CERTIFIED FINANCIAL PLANNER® designation, along with the ChFC®, CLU®, and AIF® credentials, and completed the Certified Private Wealth Advisor® (CPWA®) program through Yale School of Management. He earned dual degrees in Financial Services Management and Business Administration from Johnson & Wales University. He has served on the Board of Directors of the Financial Planning Association and was previously a Registered Financial Advisor with the NFL Players Association, advising professional athletes on wealth, career transitions, and long-term planning. Mr. Pongracz has been featured in Forbes, InvestmentNews, Investopedia, and ThinkAdvisor for his insights on wealth planning and behavioral finance. He lives in Southport, Connecticut, with his wife Jessica and their three children, Jackson, Piper, and Kaylee. Outside of work, he enjoys golf, racquet sports, and spending time with his family at their children’s athletic events. Third View Private Wealth is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.