Relationship Manager
Current
Jan 2024 - Present
AeroLeads people directory · profile
Marc Bernhardt Email & Phone Number
Relationship Manager
at
Brown Advisory
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Manager
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Marc Bernhardt? Overview
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Quick answer
Marc Bernhardt is listed as Relationship Manager at Brown Advisory, a company with 739 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Marc Bernhardt.
Marc Bernhardt previously worked as Relationship Officer at Commonfund and Vice President - Institutional Sales and Service at Lehman Brothers. Marc Bernhardt holds Master Of Business Administration (Mba), Finance And Financial Management Services from Pace University - Lubin School Of Business.
Company email context
Email format at Brown Advisory
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Brown Advisory
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Profile bio
About Marc Bernhardt
A dedicated Relationship Manager with a successful record of accomplishment in prospecting, portfolio review and management, financial planning and analysis, and accounting. Established capabilities in key relationship management, risk management, sales, and strategic planning. Liaise with cross-functional departments, and cultivate relationships with clients and colleagues. Works closely with key stakeholders to redefine organizational expectations. Core Competencies:• Strategic Planning • Business Development • Portfolio Management • Compliance • Accounting • Mentor/Coaching • Succession Planning • Project Management • Trusted Advisor
Current workplace
Marc Bernhardt's current company
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Brown Advisory
4 roles · 31 years
Marc Bernhardt work experience
A career timeline built from the work history available for this profile.
Relationship Officer
- Focused on 40 clients with over $700 million AUM, as well as initiate pre-sale prospect meetings, resulting in approximately ten new RFPs received per year, leading to participation in finals, and averaging two new.
- Educated committee members to help clients approve new investment strategies.
- Evaluated risk management and oversight of portfolios.
- Collaborated with OCIO consultants in responding to new opportunities.
- Identified and developed new sales opportunities stemming from existing client base leading wins, including some of the largest current firm relationships.
2009 - Jul 2023
Vice President - Institutional Sales And Service
- Served as lead relationship manager discussing industry trends in various capital markets with focus on account specific information with institutional clients and consultants, and as lead sales person within middle.
- Cross-sold existing clients additional traditional and alternative products.
- Updated clients proactively regarding specific events affecting portfolio.
- Directed reporting and maintenance of sub-advisory relationships.
- Established and managed a formal six-person associate program for the team
2003 - 2009
~6 yrs
Senior Performance Analyst
Produced attribution analysis for six equity products, including international, as part of consolidated reporting. Composed monthly valuation, market capitalization, and risk/return reports for all equity products utilizing Vestek, Factset, and Baseline. Created presentation materials for national sales force and consultants. Supervised team of three.
1995 - 2003
~8 yrs
Team & coworkers
Colleagues at Brown Advisory
Other employees you can reach at brownadvisory.com. View company contacts for 739 employees →
RA
Rhonda Ambler
Colleague at Brown Advisory
Richmond, Virginia, United States, United States
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MA
Meron Ayenew
Colleague at Brown Advisory
Washington, District Of Columbia, United States, United States
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AC
Anna Clark
Colleague at Brown Advisory
Washington DC-Baltimore Area, United States
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ES
Evan Strobel
Colleague at Brown Advisory
Baltimore City County, Maryland, United States, United States
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MG
Michael Gaughan, Cfa
Colleague at Brown Advisory
Greater Boston, United States
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TT
Terry Trusty
Colleague at Brown Advisory
Washington DC-Baltimore Area, United States
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JF
Jason Fujii
Colleague at Brown Advisory
Washington, District Of Columbia, United States, United States
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GP
Greg Paulo
Colleague at Brown Advisory
Boston, Massachusetts, United States, United States
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CP
Chloe Parker
Colleague at Brown Advisory
Washington DC-Baltimore Area, United States
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RT
Rachael Tillery
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
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Rhonda Ambler
Colleague at Brown Advisory
Richmond, Virginia, United States, United States
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MA
Meron Ayenew
Colleague at Brown Advisory
Washington, District Of Columbia, United States, United States
View →
AC
Anna Clark
Colleague at Brown Advisory
Washington DC-Baltimore Area, United States
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ES
Evan Strobel
Colleague at Brown Advisory
Baltimore City County, Maryland, United States, United States
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MG
Michael Gaughan, Cfa
Colleague at Brown Advisory
Greater Boston, United States
View →
TT
Terry Trusty
Colleague at Brown Advisory
Washington DC-Baltimore Area, United States
View →
JF
Jason Fujii
Colleague at Brown Advisory
Washington, District Of Columbia, United States, United States
View →
GP
Greg Paulo
Colleague at Brown Advisory
Boston, Massachusetts, United States, United States
View →
CP
Chloe Parker
Colleague at Brown Advisory
Washington DC-Baltimore Area, United States
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RT
Rachael Tillery
Colleague at Brown Advisory
Baltimore, Maryland, United States, United States
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2 education records
Marc Bernhardt education
Master Of Business Administration (Mba), Finance And Financial Management Services
Bachelor'S Degree, Accounting
FAQ
Frequently asked questions about Marc Bernhardt
Quick answers generated from the profile data available on this page.
What company does Marc Bernhardt work for?
Marc Bernhardt works for Brown Advisory.
What is Marc Bernhardt's role at Brown Advisory?
Marc Bernhardt is listed as Relationship Manager at Brown Advisory.
Where is Marc Bernhardt based?
Marc Bernhardt is based in New York City Metropolitan Area, United States, United States while working with Brown Advisory.
What companies has Marc Bernhardt worked for?
Marc Bernhardt has worked for Brown Advisory, Commonfund, Lehman Brothers, and Neuberger Berman.
Who are Marc Bernhardt's colleagues at Brown Advisory?
Marc Bernhardt's colleagues at Brown Advisory include Rhonda Ambler, Meron Ayenew, Anna Clark, Evan Strobel, and Michael Gaughan, Cfa.
How can I contact Marc Bernhardt?
You can use AeroLeads to view verified contact signals for Marc Bernhardt at Brown Advisory, including work email, phone, and LinkedIn data when available.
What schools did Marc Bernhardt attend?
Marc Bernhardt holds Master Of Business Administration (Mba), Finance And Financial Management Services from Pace University - Lubin School Of Business.
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