2022 -2025 Managing Director, National Accounts Manager @
2017 -2022 Director, Business Development and Client Relations @
2007 -2017 Managing Director, National Accounts and Investment Platforms @
1999 -2007 National Account Manager @
1989 -1999 VP, Investment Manager Relations @
Richard Bernstein Education
University of Rhode Island - College of Business Administration
Bachelor of Science (Finance and Insurance)
1983-1987
Richard Bernstein Skills
Asset Management
Mutual Funds
Business Development
Investments
Asset Allocation
Alternative Investments
Equities
Fixed Income
Investment Advisory
Wealth Management
Securities
Investment Strategies
Investment Management
Series 7
Portfolio Management
Financial Services
National Accounts
Sales
Capital Markets
Business-to-Business (B2B)
Customer Relationship Management (CRM)
Microsoft Office
Salesforce.com
Coaching
Teamwork
Strategic Leadership
Management
Leadership
Business Relationship Management
Team Leadership
Series 63
Separately Managed Accounts
Alternative Investment Strategies
ETFs
Client-focused
Hedge Funds
Business Strategy
Richard Bernstein Summary
Richard Bernstein, based in New York, NY, US, is currently a Managing Director at Reckoner Capital Management. Richard Bernstein brings experience from previous roles at Hatteras Investment Partners, Deer Isle Group, LLC, New York Life Investments and Victory Capital Management. Richard Bernstein holds a 1983 - 1987 Bachelor of Science in Finance and Insurance @ University of Rhode Island - College of Business Administration. With a robust skill set that includes Asset Management, Mutual Funds, Business Development, Investments, Asset Allocation and more. Richard Bernstein has 2 emails on RocketReach.
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