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

Perspective for Advisors: Bonds are Back! - April 21, 2022 - Market Commentary
Municipal Market Update – Bonds are Back! - April 20, 2022 - Market Commentary
Yield Curve Historical Perspective & Municipal Market Update - February 3, 2022 - Market Commentary
End of Easy and its Implications for the Municipal Bond Market - September 20, 2021 - Market Commentary
Market Summary & Relative Value of (Municipal) Bonds - August 10, 2021 - Market Commentary
Municipal Bond Past, Present & Future | 2020’s Stress Test and What Lies Ahead - June 28, 2021 - Market Commentary, Uncategorized
Perspective for Advisors: Muni Duration & Sharpe Ratio Analysis - April 1, 2021 - 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