Richard Bernstein Advisors

Industry: Company

Description

Founded: 2009

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Richard Bernstein Advisors Employees

Employee
Years
Job
Industry
Morgan Markman Morgan Markman Washington, District Of Columbia Details
Morgan Markman's Richard Bernstein Advisors Experience June 2012 - August 2012
Job Regional Intern at Leading Educators
Industry Education Management
Experience
Leading Educators  October 2015 - Present
The Advisory Board Company  September 2014 - August 2015
HBO  May 2013 - August 2013
Richard Bernstein Advisors   June 2012 - August 2012
Trèskoi Public Relations   June 2011 - August 2011
JCC, Camp Sol Taplin   June 2010 - August 2010

Skills
Microsoft Office, Photoshop, Cision Point, Social Media Marketing, Team Leadership, Leadership, Event Planning, Microsoft Excel, Writing, Consumer Marketing, Digital Marketing, Market Research, Advertising, Marketing Communications, Public Relations, Marketing, Graphic Design, Television, Strategy, Cision, Facebook, Social Media

Education
Hamilton College   2010 — 2014
Bachelor of Arts, Communications

Dr. Michael M. Krop Senior High School   2007 — 2010

Henry Timmons, CFA Henry Timmons, CFA Greater New York City Area Details
Henry Timmons, CFA's Richard Bernstein Advisors Experience March 2011 - Present
Job Senior Quantitative Analyst at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors   March 2011 - Present
RYOMA RESEARCH   January 2009 - February 2011
GRANTHAM, MAYO, VAN OTTERLOO   March 2005 - December 2008
PRICEWATERHOUSECOOPERS  1999 - 2002

Skills
Forecasting, Portfolio Management, Valuation, Hedge Funds, Bloomberg, Equities, Fixed Income, Financial Modeling, Asset Allocation, Alternative Investments, Investments, Investment Management, Financial Analysis, Investment Banking, Investment Strategies

Education
Cornell University - Johnson Graduate School of Management   2002 — 2004
MBA, Finance

Cornell University   1998 — 1999
MENG, Systems Engineering and Engineering Management

Cornell University   1993 — 1998
BS, Mechanical Engineering

Ayebea Darko Ayebea Darko Boston, Massachusetts Details
Ayebea Darko's Richard Bernstein Advisors Experience June 2012 - August 2012
Job Research Analyst
Industry Management Consulting
Experience
Richard Bernstein Advisors   June 2012 - August 2012
EFG Asset Management  September 2011 - December 2011
Databank Financial Services Limited   June 2010 - July 2010

Skills
Bloomberg, Stata, Economics, Research, FactSet, Microsoft Excel, PowerPoint, Higher Education, Risk Management, Public Speaking, Teaching

Education
Hamilton College   2009 — 2013
Bachelor of Arts, Economics

Lincoln Community School   1996 — 2009
High School, IB Diploma

Aviva Shwaid Aviva Shwaid New York, New York Details
Aviva Shwaid's Richard Bernstein Advisors Experience June 2011 - June 2012
Job Strategy & Insights Manager Health Care at Google
Industry Marketing and Advertising
Experience
Google  October 2014 - Present
Google  July 2013 - Present
Google  July 2012 - June 2013
Richard Bernstein Advisors   June 2011 - June 2012
Bristol-Myers Squibb  2010 - 2010
Dreman Value Management  May 2004 - July 2009
Investors Group  May 2002 - October 2002

Skills
Bloomberg, Fixed Income, Equities, Equity Research, Economics, Investment Strategies, Hedge Funds, Analysis, Chartered Financial..., Competitive Analysis, Finance, Investment Management, Digital Marketing, Industry analysis, Digital Communication..., Digital Strategy, Excel, CFA, Macroeconomics, Global Macro, Google Adwords, Behavioral Finance, Trend Analysis, Event Management, Investments, Asset Allocation, Financial Modeling, Mutual Funds, Public Speaking, Microsoft Excel, Strategy

Education
New York University - Leonard N. Stern School of Business   2009 — 2011
MBA, Finance, Strategy, Economics

CFA Institute
Chartered Financial Analyst

University of Manitoba
Bachelor of Commerce (Honors), Finance, International Business

Andrew Lakind, CFA Andrew Lakind, CFA Orange County, California Area Details
Andrew Lakind, CFA's Richard Bernstein Advisors Experience 2014 - Present
Job Portfolio Specialist at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors   2014 - Present
PIMCO  2010 - 2014
Palisade Capital Management  2007 - 2010
Deloitte & Touche  2005 - 2007
Household Finance (subsidiary of HSBC Bank)   2002 - 2004

Skills
Mutual Funds, Fixed Income, Equities, Relationship Management, Investment Management, Asset Allocation, Wealth Management, ETFs, Separately Managed...

Education
Michigan State University
BS, Economics

University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance & Corporate Accounting

Sue Crosby Sue Crosby Greater New York City Area Details
Sue Crosby's Richard Bernstein Advisors Experience November 2013 - May 2015
Job Director of Institutional Accounts at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors   November 2013 - May 2015
Mercer Investment Consulting  September 2011 - November 2013
Art Students League of New York  2011 - 2012
Art Students League of New York  2011 - 2012
LLC  May 2008 - December 2010
NewSmith Capital Partners   September 2006 - May 2008
Merrill Lynch  August 1999 - March 2006
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)   1997 - 1999

Skills
Portfolio Management, Alternative Investments, Asset Management, Equities, Investments, Hedge Funds, Asset Allocation, Fixed Income, Asset Managment, Investment Strategies, Private Equity, Capital Markets, Derivatives, Financial Modeling, Mutual Funds, Valuation

Education
Northern Illinois University   1984 — 1988
PHD, Economics

Hinsdale Central High School   1974 — 1978
high school

Katherine Gross Katherine Gross Greater New York City Area Details
Katherine Gross's Richard Bernstein Advisors Experience September 2014 - Present
Job Research and Marketing Intern at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors   September 2014 - Present
Hamilton College Admissions Office   February 2014 - Present
Melissa & Doug  May 2014 - August 2014
Morris Media Group  May 2013 - July 2013
Camp Med-o-Lark   July 2011 - July 2013

Skills
Microsoft Office, Stata, Bloomberg, FactSet, Writing, Social Media, Client Relations, Teaching, Blogging, Editing, Microsoft Excel, Microsoft Word, Research, PowerPoint, Public Speaking, Social Networking, Facebook

Education
Hamilton College   2012 — 2016
Bachelor of Arts (BA), Economics

Hamilton College New York City Program   2014 — 2014

Ridgefield High School   2008 — 2012

Danny Burkhart Danny Burkhart Brookfield, Connecticut Details
Danny Burkhart's Richard Bernstein Advisors Experience June 2014 - August 2014
Job Intern at Richard Bernstein Advisors
Industry
Experience
Madison Investment Fund  May 2013 - Present
Richard Bernstein Advisors   June 2014 - August 2014
Matrix Corporate Center   February 2013 - March 2014
Stew Leonard's  June 2010 - August 2012
Brookfield Town Recreation   June 2009 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Facebook, Teamwork, Bloomberg Terminal, Sales, Customer Satisfaction, Time Management

Education
James Madison University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance

Brookfield High School   2008 — 2012
High School

Blake Rodriguez Blake Rodriguez Bronx, New York Details
Blake Rodriguez's Richard Bernstein Advisors Experience January 2013 - December 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2015 - Present
Fordham University  September 2011 - May 2015
Bank of America Merrill Lynch  June 2014 - August 2014
Richard Bernstein Advisors   January 2013 - December 2013
Fordham University  January 2012 - February 2013
United Capital Financial Advisers, LLC  May 2012 - August 2012

Skills
Asset Management, Financial Analysis, Strategic Financial..., Risk Management, Financial Modeling, Bloomberg, Equity Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Teamwork, Time Management

Education
CFA Institute   2015 — 2015
Passed Level 1 of the CFA Program

Fordham University   2011 — 2015
Finance

Jordan Rosen Jordan Rosen Greater New York City Area Details
Jordan Rosen's Richard Bernstein Advisors Experience October 2014 - Present
Job Marketing Associate at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors   October 2014 - Present
UBS Wealth Management  September 2010 - October 2014

Skills
Marketing Communications, Social Media Marketing, Marketing, Marketing Strategy, Microsoft Office, Digital Marketing, Strategic Communications, Product Marketing, Adobe Creative Suite, Project Management, Vendor Management, Vendor Relationships, Web 2.0, Computers, Relationship Management, Distribution, RFP, RFI, Brand Development, Media Relations, Financial Services, Institutional Marketing, Retail Marketing, Twitter Marketing, Database Marketing, Product Development, Reporting & Analysis, Salesforce.com, iContact, Email Marketing, Broker-Dealer, Linkedin Marketing, Sales, HTML, Portfolio Management, Advertising, Microsoft Excel, Mutual Funds, Finance, Adobe Acrobat, Management, Social Media, Strategy

Education
Rutgers University-New Brunswick   2007 — 2010
Bachelor of Arts, Political Science and Sociology

Indian Hills High School

John Reagan John Reagan New York, New York Details
John Reagan's Richard Bernstein Advisors Experience August 2009 - Present
Job CAO/CTO at Richard Bernstein Advisors LLC
Industry Financial Services
Experience
Richard Bernstein Advisors   August 2009 - Present
JRR Consulting Group   May 1995 - February 2010
JPMorgan  May 1995 - December 2008
Bankers Trust Company  1992 - 1995

Skills
IT Strategy, Product Management, Program Management, Vendor Management, Engineering Management, Application Development, Revenue Management, Facilities Management, Business Continuity, Infrastructure Security, Infrastructure Projects, SDLC, Data Analysis, ETL, SQL, IP Networking, Compliance, Internet Security, TCA, Fee Billing, Accounting Systems, Trading Systems, Charles River IMS v9, FIX, SWIFT, Charles River IMS, Infrastructure, Revenue Analysis, PMP, Software Development, Governance, SWIFT payments, IP, Accounting System, IT Management, Risk Management, Solution Architecture, Data Center, Enterprise Architecture, Disaster Recovery, Equities, Project Portfolio..., Asset Management, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Investment Management, PMO, Bloomberg

Education
Fordham Gabelli School of Business

Stevens Institute of Technology
Bachelor’s Degree

Stevens Institute of Technology
Master’s Degree

Philip Goldfarb Philip Goldfarb Greater New York City Area Details
Philip Goldfarb's Richard Bernstein Advisors Experience August 2014 - Present
Job Senior Trader at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors   August 2014 - Present
Charles River Development  October 2013 - August 2014
Barclays  December 2012 - April 2013
Wealth and Investment Management at Barclays  May 2012 - December 2012
Richard Bernstein Advisors LLC   May 2010 - November 2011
Goldman Sachs Asset Management  February 1997 - February 2009
The Bank of New York  November 1995 - February 1997

Skills
Bloomberg, Equity Trading, Trading Systems, Electronic Trading, Asset Management, Fixed Income, Global Equity Trading, Global Equity Program..., Charles River IMS, Algos & ATS, Soft $ Management, Operations, Project Management, Change Management, Order Management System..., FIX, Capital Markets, REITs, Real Estate Economics, Investment Banking, Portfolio Management, Hedge Funds, Options, Back Office, Derivatives, ETFs, Settlement, Prime Brokerage, Trading Strategies, Mutual Funds, Investment Management, Alternative Investments, Investments, Securities, Equity Capital Markets, Program Trading

Education
New York University   2007 — 2010
Master's, Real Estate Finance

Fordham Gabelli School of Business   1999 — 2003
MBA, Finance

State University of New York at Albany   1991 — 1995
BA

Matthew Poterba Matthew Poterba New York, New York Details
Matthew Poterba's Richard Bernstein Advisors Experience April 2014 - Present
Job Analyst at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors   April 2014 - Present
NERA Economic Consulting  July 2013 - April 2014
NERA Economic Consulting  July 2012 - June 2013
MFS Investment Management  May 2011 - August 2011
Federal Reserve Bank of Boston  June 2010 - August 2010
Bankers Advisory, Inc   May 2009 - August 2010

Skills
Stata, Economics, Financial Modeling, Data Analysis, Quantitative Analytics, Valuation, Bloomberg, Econometrics, Statistics, Microsoft Excel, Qualitative Research, Corporate Finance, PowerPoint, Finance

Education
Hamilton College   2008 — 2012
B.A. (Honors), Mathematics & Economics

Noble and Greenough   2002 — 2008
Diploma

John McCombe John McCombe Greater New York City Area Details
John McCombe's Richard Bernstein Advisors Experience September 2010 - Present
Job President and Director of Distribution at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors   September 2010 - Present
Fordham University  September 2014 - Present
Cohen & Steers  February 1997 - December 2009
Merrill Lynch  November 1982 - January 1997

Skills
Wealth Management, Investment Strategies, Structured Products, Sales, Equities, Mutual Funds, Investment Advisory, Alternative Investments, Asset Management, Series 63, Investments, Hedge Funds, Portfolio Management, Investment Management, Fixed Income, Investment Banking, Series 7, Asset Allocation, Asset Managment, Bloomberg, Trading, Microsoft Excel, Equity Trading, Electronic Trading

Education
Pace University - Lubin School of Business   1985 — 1987
MBA, Accounting

Fordham University   1978 — 1982
BS, Finance

Joseph Zidle Joseph Zidle Greater New York City Area Details
Joseph Zidle's Richard Bernstein Advisors Experience March 2012 - Present
Job Portfolio Strategist at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors   March 2012 - Present
Merrill Lynch  April 2004 - January 2012

Skills
Asset Management, Financial Analysis, Customer Relations

Education
Emory University   1991 — 1995
BA, Economics and History

Terry Ober Terry Ober Greater Boston Area Details
Terry Ober's Richard Bernstein Advisors Experience October 2013 - Present
Job Portfolio Specialist at Richard Bernstein Advisors
Industry Financial Services
Experience
Richard Bernstein Advisors   October 2013 - Present
ING Investment Management  May 2012 - October 2013
Cohen & Steers  October 1998 - May 2012
WNC Capital Corporations   1996 - 1998

Skills
Separately Managed..., Mutual Funds, Investment Strategies, Series 7, Series 63, Uniform Combined State..., Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Hedge Funds, Asset Managment, Equities, Portfolio Management, Investments, Relationship Management, Investment Management, Asset Management, Series 24, Financial Services, Variable Annuities, ETFs, 401k, Managing Accounts, Series 66, Financial Markets

Education
Babson College   1985 — 1989
Bachelor of Science, Business, Management, Marketing, and Related Support Services

Noble & Greenough School   1980 — 1985

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