Matt Bernadri

Matthew P. Bernardi

Senior 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 past President of the Associate Board.

Published Content

Market Commentary

Municipal Market Update| Pick Your Spots - March 18, 2024 - Market Commentary
Two Strategies for Today’s Municipal Market - December 1, 2023 - Market Commentary
Are the Bond Vigilantes Back? - October 5, 2023 - Market Commentary
Market Anxiety From One D-Word to Another - May 15, 2023 - Market Commentary
Municipal Market Update: The Best Defense is a Good Defense - December 19, 2022 - Market Commentary
Perspective for Advisors | Tax Loss Swap into a SMA - September 26, 2022 - Market Commentary
Market Update: Municipal Yield and Valuation Overview - August 9, 2022 - Market Commentary