Matt Bernardi Investment Specialist

Matthew P. Bernardi

Vice President

Matthew P. Bernardi joined the firm in August of 2013 after trading for 3 years at Chesapeake Partners, a hedge fund located in Baltimore, Maryland. Matt currently assists individuals, pension funds, banks, and other institutions regarding their municipal bond portfolios. He graduated from Johns Hopkins University in 2010 with a B.A. in history and economics minor. Matt holds the Series 7, 24, 27, 52, 53, 63, and 65 licenses.

Matt currently serves on the Union League Boys & Girls Club investment committee and is First Vice President of the Associate Board.

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The Accumulation of Debt - July 5, 2018 - Market Commentary
The Cost of Owning Municipal Bonds - May 14, 2018 - Market Commentary
Why Warren’s Advice May Be Wrong for You - April 1, 2018 - Market Commentary
Tax Reform and Its Impact - December 29, 2017 - Market Commentary
Natural Disaster: Event Risk in Today’s Municipal Market - October 3, 2017 - Market Commentary