Richard Bernstein
Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors, an independent investment manager focusing on long-only, global equity and asset allocation investment strategies. He oversees the firm’s Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. Bernstein is a renowned expert on equity, style and asset allocation with over 40 years of Wall Street experience. Prior to RBA, he spent 21 years at Merrill Lynch most recently as Chief Investment Strategist. Before that, he held positions at E.F. Hutton and Chase Econometrics. He was a former Adjunct Professor of Finance at NYU Stern Graduate School of Business and has lectured on finance and economics at numerous colleges, universities and professional forums. Bernstein is the author of Navigate the Noise and Style Investing, which is widely viewed as the seminal book on style-oriented investment strategies.
Richard Bernstein Professional Experience / Academic History
Professional Experience
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Chief Executive Officer and Chief Investment Officer
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Adjunct Associate Professor
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Chief Investment Strategist
Academic History
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A.B., Economics
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M.B.A., Finance, with Beta Gamma Sigma distinction
ROBERT BERNSTEIN ADVISORS
Under his leadership, RBA utilizes a top-down approach to investing, focusing on macro trends rather than individual stock selection.
He also helps write the firm's monthly insights which has over 25,000 subscribers.
RBA aims to be the leading provider of innovative investment solutions for investors through their research-driven macro style of investing.
Bernstein served as the Chief Investment Strategist and Head of Merrill Lynch's Investment Strategy Group.
He was responsible for recommending U.S. asset allocations for equities, bonds and cash.
He also determined forecasts for the Standard & Poor's 500® Index and other major U.S. indexes.
CURRENT AFFILIATIONS
Co-Chair Endowment's Investment Committee, Alfred P. Sloan Foundation
Advisory Committee Member, Journal of Portfolio Management
Dean's Executive Committee Member, NYU Stern School of Business
RECOGNITIONS
18x Institutional Investor's All-America Research Team
2x Fortune's All-Star Analysts
2012 Registered Rep's Ten to Watch
2001 Institutional Investor's Hall of Fame
2004 SmartMoney's Power 30
MEDIA & APPEARANCES
He is regularly quoted in leading publications, including Barron's, Financial Times, The Wall Street Journal, Business Insider, Yahoo! Finance, Reuters, Fortune, and Institutional Investor.
He has appeared as a guest on Real Vision.