Thomas P. Bernardi, CFA

Thomas P. Bernardi, CFA 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 Associates Board.