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 President of the Associate Board.

Published Content

Market Commentary

COVID-19 and its Impact on Municipal Credit (Part I) - March 23, 2020 - Market Commentary
Unapparent Risk in Municipal Bond Land - December 30, 2019 - Market Commentary
RE: Wall Street Journal’s “Your Stock Trades Go Free but Your Cash Is in Chains” - October 10, 2019 - Market Commentary
Stranger Things & Global Central Banks - August 9, 2019 - Market Commentary
Beware of the Average Benchmark - January 18, 2019 - Market Commentary
The Yield Curve: Where we have been and possibly going - October 10, 2018 - Market Commentary
The Accumulation of Debt - July 5, 2018 - Market Commentary


Quarterly Market Review

Market Review – Summer 2019 - June 24, 2019 - Quarterly Market Review
Market Review – Fall 2018 - November 8, 2018 - Quarterly Market Review
Market Review – Spring 2018 - May 16, 2018 - Quarterly Market Review