Matt Bernardi

Matthew P. Bernardi

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, 63, and 65 licenses. Matt currently serves on the Union League Club Boys & Girls Clubs investment committee.

 

 

 

Rod Mannion

Rodney J. Mannion

Rodney J. Mannion joined Bernardi Securities in September of 2001 coming from the Chicago Board of Trade where he worked in the 30 Year Treasury Bond option trading pit.  Rod currently assists individuals and institutional investors in the management of their municipal bond portfolios.  He graduated from Purdue University in 1985 with a degree in Management.  Rod currently holds FINRA licenses Series 7, Series 63 and Series 65.

Dan Zenisek

Daniel J. Zenisek

Daniel J. Zenisek joined Bernardi Securities in July of 2006 after graduating from the University of Illinois at Urbana-Champaign with a B.A. in Economics and a specialization in Finance. As an Investment Specialist, Dan currently works with high net worth individuals, banks, investment advisors, and institutions regarding their municipal bond portfolios.

Dan holds FINRA Series 7, 63, and 65 licenses.

 

Rick Gerali

Rick Gerali

Rick Gerali is the Vice President in the sales division of Bernardi Securities, Inc.  Rick has been with the firm since 1986 assisting individuals and financial advisors manage their fixed income portfolios.

He holds the following FINRA licenses: Series 7, Series 63, and Series 65.

Jeffrey D. Irish

Jeffrey D. Irish

Jeffrey D. Irish is a Senior Vice President of Bernardi Securities with over 25 years of experience in fixed income, portfolio research and management.

Jeff is a National Merit Honor Scholar and graduate of the University of Wisconsin.

He holds FINRA licenses: Series 65 (Uniform Investment Advisor Law), Series 7 (General Securities’ Representative) and Series 63 (State Law Examination).

Robert Biondi

Robert Biondi

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Robert Biondi is a senior vice president for Bernardi Securities. A principal of the firm, Bob has been with Bernardi since 1985 and has over 35 years of experience in the municipal bond business.

Bob is a member of the Union League Club of Chicago, an Arbitrator for FINRA, a member of Societa Modenese and served as a member of the Board of Directors of the Rolling Green Country Club. He is also a former member of the Western Illinois University Foundation Board.

Prior to Bernardi, Bob worked in sales for Columbian Securities, Inc. He holds a B.A. in business and a minor in accounting from Western Illinois University.