Thomas P. Bernardi, CFA, Portfolio Manager

Thomas P. Bernardi

Vice President, Portfolio Manager

Thomas P. Bernardi joined the firm in November of 2014.  He previously worked as a Securities Analyst in the Wealth Management Department at MB Financial Bank.  Tom assists in the management of the firm’s individual and institutional municipal bond portfolios and helps design the firm’s approach to broader market conditions.  He graduated from Bucknell University in 2011 with a B.A. in Economics and History.  He is a CFA® charterholder and holds the Series 7, 24, 27, 52, 53, and 63 licenses.  Tom currently serves on the Union League Club Boys & Girls Clubs Associate Board as First Vice President.

Related Contents

Perspective for Advisors: Separately Managed Accounts Prove Their Worth - May 20, 2020 - Market Commentary
Finding Relative Value in the Municipal Market - March 10, 2020 - Market Commentary
Market Update: June 30, 2016 - June 30, 2016 - Market Commentary


Quarterly Market Review

Market Review – Summer 2020 - July 16, 2020 - 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
Market Review – Winter 2018 - February 6, 2018 - Quarterly Market Review
Market Review – Fall 2017 - November 9, 2017 - Quarterly Market Review
Market Review – Summer 2017 - July 12, 2017 - Quarterly Market Review