Richard Bernstein Email and Phone Number
Richard Bernstein work email
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Richard Bernstein personal email
Richard is a results-driven asset management executive with experience in investments, business development, relationship management, and strategic planning. Proven track record of significant contribution to profit levels and productivity by selling, training and building relationships. A team player in assisting a productive team while adding to bottom line sales.
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Managing Director Of National AccountsGondola Partners Jan 2024 - Present
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Managing Director Of National AccountsHatteras Investment Partners Jun 2022 - PresentRaleigh, North Carolina, Us -
Managing DirectorDeer Isle Group, Llc Mar 2020 - Jun 2022New York, New York, UsDeer Isle Group empowers capital seekers and asset managers with tools to ensure a transparent, smooth, efficient capital raise, as well as, assist managers grow investor assets under management. Provide resources in business development, marketing and strategy including a proprietary fintech solution that offers curated access to 15,000+ relevant professional investors. -
Senior ConsultantEmerging Asset Managers Consulting 2017 - 2020Present investment boutiques to various distribution channels. Execute sales initiatives, relationship management and product management. Represent firms’ strategies and present to wirehouses, broker dealers, banks, consultants, RIAs and TAMPs. Participate in the development of marketing materials. Assist in building business plans for sales and organizational growth. Focus on growth within SMA, UMA, Fund and model delivery platforms.
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Managing Director, National Accounts, Institutional And Investment PlatformsNew York Life Investments 2007 - 2017New York, Ny, UsMember of the sales and relationship management team responsible for business development in placing mutual funds, ETFs and separate accounts (domestic and international equities, fixed income, municipals, convertibles, liquid alternatives) on platforms and recommended lists at wirehouses, regional and independent brokerage firms, TAMPs and banks. -
National Account ManagerVictory Capital Management 1999 - 2007San Antonio, Texas, UsManaged relationships with product managers, marketing directors and research analysts from national and regional brokerage firms on separately managed account, mutual fund and retirement platforms.• Main contact for gatekeepers and relationship management executives.• Coordinated due diligence meetings with analysts from national and regional brokerage firms. • Partnered with head of distribution in sales campaigns.• Collaborated with marketing to create product reference materials. -
Vp, Investment Manager RelationsMerrill Lynch 1989 - 1999New York, Ny, UsServed as liaison between independent investment management firms, Merrill Lynch home office management and financial advisors with oversight of over $25B in separately managed account assets.• Consulted with participating outside money management firms on a separately managed account wrap fee platform focusing on marketing, systems, trading and operational issues.• Met with the senior management of investment advisors to discuss mutual business and performed onsite due diligence reviews.• Coordinated, attended and presented at national conferences with portfolio managers, Merrill Lynch Financial Advisors and upper management.
Richard Bernstein Skills
Richard Bernstein Education Details
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University Of Rhode Island - College Of BusinessFinance And Insurance
Frequently Asked Questions about Richard Bernstein
What company does Richard Bernstein work for?
Richard Bernstein works for Gondola Partners
What is Richard Bernstein's role at the current company?
Richard Bernstein's current role is Managing Director of National Accounts at Gondola Partners.
What is Richard Bernstein's email address?
Richard Bernstein's email address is rb****@****lim.com
What schools did Richard Bernstein attend?
Richard Bernstein attended University Of Rhode Island - College Of Business.
What skills is Richard Bernstein known for?
Richard Bernstein has skills like Separately Managed Accounts, Mutual Funds, Equities, Fixed Income, Investment Advisory, Securities, Asset Management, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7.
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