Principal, President, Chief Executive Officer, and Chief Compliance Officer
Ronald P. Bernardi is the President, Chief Executive Officer, and Chief Compliance Officer of Bernardi Securities, Inc., a leading municipal bond boutique. Ron also oversees Bernardi Asset Management, LLC., a subsidiary of Bernardi Securities, Inc. The two organizations combined manage over $1.60 billion in customer bond assets. He has more than 35 years of experience and specialization in the municipal bond industry, ranging from credit research and portfolio management to underwriting and trading.
Ron currently serves on the Board of Directors of Bond Dealers of America (BDA) and as Co-Chair of its Municipal Fixed Income Committee. In June 2017, Ron was elected and served as an industry representative on FINRA’s Fixed Income Committee, which regularly meets in Washington D.C. He currently serves on the technical advisory committee of the non-partisan Municipal Bonds for America coalition. Ron served on Senator Mark Kirk’s three-member Sovereign Debt Advisory Board and contributed to the Report on Illinois Debt. Ron has served as an advisory committee member of the Illinois Capital Development Board, which published a report on Illinois school districts. Mr. Bernardi has published extensively on the municipal bond market, including the white papers Tax-Exempt Municipal Bonds: The Case for an Efficient, Low‐Cost, Job‐Creating Tax Expenditureand REPEALING TAX-EXEMPTION – Impact on Small and Medium sized Communities.
Prior to Bernardi Securities, Ron worked in sales for Columbian Securities, Inc. He earned a B.A. in economics, cum laude, from Bucknell University. Ron holds series 7, 24, 27, 53 and 63 FINRA licenses.
Ron is a former board member and treasurer of the Union League Club of Chicago, current trustee of the ULC Foundation for Boys & Girls Clubs, and served as the founding chairman of the Lake Forest Illinois High School Foundation.