Thomas P. Bernardi, CFA, CIPM
Senior Vice President, 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 is a former board member of the Union League Club of Chicago. He previously served as the First Vice President of the Union League Boys & Girls Club Associate Board and as a board member for the Bucknell Crew Association.
Related Contents
Perspective for Advisors: Separately Managed Accounts Prove Their Worth - May 20, 2020 - Market Commentary
Finding Relative Value in the Municipal Market - March 10, 2020 - Market Commentary
Market Update: June 30, 2016 - June 30, 2016 - Market Commentary
Quarterly Market Review
Market Review – Summer 2019 - June 24, 2019 - 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
Market Review – Winter 2018 - February 6, 2018 - Market Commentary, Quarterly Market Review
Market Review – Fall 2017 - November 9, 2017 - Market Commentary, Quarterly Market Review
Market Review – Summer 2017 - July 12, 2017 - Market Commentary, Quarterly Market Review