![Rich Bernstein](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Rich Bernstein
Algemeen Directeur bij Richard Bernstein Advisors LLC
Profiel
Mr. Richard Bernstein is a Chief Executive Officer & Chief Investment Officer at Richard Bernstein Advisors LLC.
He is on the Board of Directors at Richard Bernstein Advisors LLC.
He founded the firm in 2009.
In his role as Chief Investment Officer, he leads RBA’s Investment Committee, which manages all of the firm’s investments, and performs executive management functions as Chief Executive Officer.
He has over 40 year's experience on Wall Street, most recently as the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F.
Hutton and Chase Econometrics/IDC.
He is chair of the Alfred P.
Sloan Foundation endowment's Investment Committee and sits on the Hamilton College endowment's Investment Committee he is a trustee of both institutions.
He is also a member of the Journal of Portfolio Management’s Advisory Committee, and recently retired from the adjunct faculty of the NYU/Stern Graduate School of Business.
Mr. Bernstein holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College.
Actieve functies van Rich Bernstein
Bedrijven | Functie | Begin |
---|---|---|
Richard Bernstein Advisors LLC
![]() Richard Bernstein Advisors LLC Investment ManagersFinance Richard Bernstein Advisors LLC (RBA) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Bernstein in 2009. RBA offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, investment advisers, corporations and other business entities, model portfolio providers and other financial intermediaries. | Algemeen Directeur | 01-01-2009 |
Eerdere bekende functies van Rich Bernstein
Bedrijven | Functie | Einde |
---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Marktstrateeg | 15-04-2009 |
Smith Barney, Inc.
![]() Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Analyst-Equity | 21-04-1999 |
E. F. Hutton & Co. | Corporate Officer/Principal | 31-12-1997 |
INTERACTIVE DATA | Corporate Officer/Principal | - |
Chase Econometrics, Inc. | Corporate Officer/Principal | - |
Opleiding van Rich Bernstein
New York University | Masters Business Admin |
Hamilton College (New York) | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 6 |
---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
Smith Barney, Inc.
![]() Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Richard Bernstein Advisors LLC
![]() Richard Bernstein Advisors LLC Investment ManagersFinance Richard Bernstein Advisors LLC (RBA) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Richard Bernstein in 2009. RBA offers investment advisory services to individuals, pension and profit-sharing plans, investment companies, state or municipal government entities, insurance companies, charitable organizations, registered investment companies, investment advisers, corporations and other business entities, model portfolio providers and other financial intermediaries. | Finance |
E. F. Hutton & Co. | Finance |
Chase Econometrics, Inc. | |
ICE Data Services, Inc.
![]() ICE Data Services, Inc. Internet Software/ServicesTechnology Services ICE Data Services, Inc. provides financial market data, analytics and related solutions. The firm offers fixed income evaluations, reference data and real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Its offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. he company serves the mutual fund, bank, asset management, hedge fund, securities and financial instrument processing and administration sectors. ICE Data Services is headquartered in Parsippany, NJ. | Technology Services |