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Catching Up With a Wall Street Veteran by Barron’s Events

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Chief Executive Officer and Chief Investment Officer, Richard Bernstein Advisors LLC.

Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein is a member of the firm’s Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. He writes the firm’s monthly Insights which has over 25,000 subscribers, is a frequent guest on CNBC and Bloomberg TV, and is a recurrent opinion contributor for Financial Times. Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly 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.

Mr. Bernstein currently sits on the Hamilton College endowment’s Investment Committee and is a trustee of the college and was for many years a member of the adjunct faculty of the NYU/Stern Graduate School of Business. Rich and his wife, Christine, endow numerous college and university scholarships designated for under-represented students interested in business and STEM.

Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.



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