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, 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.
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
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
Quarterly Market Review
Market Review – Fall 2018 - November 8, 2018 - Market Commentary, Quarterly Market Review
Market Review – Spring 2018 - May 16, 2018 - Market Commentary, Quarterly Market Review