Assistant Vice President - Investments
Current
May 2023 - Present
AeroLeads people directory · profile
Stephen Berard Email & Phone Number
AVP, Investments
at
Foundation For The Carolinas
1 work email found
@truist.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
AVP, Investments
Location
Charlotte, North Carolina, United States
Company size
Who is Stephen Berard? Overview
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Quick answer
Stephen Berard is listed as AVP, Investments at Foundation For The Carolinas, a company with 88 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for Stephen Berard.
Stephen Berard previously worked as Assistant Vice President - Investments at Foundation For The Carolinas and Investment Analyst at Truist. Stephen Berard holds Bachelor Of Science (B.S.), Finance And Economics from The University Of Montana - School Of Business Administration.
Company email context
Email format at Foundation For The Carolinas
This section adds company-level context without repeating Stephen Berard's masked contact details.
{first}.{last}@truist.com
86% confidence
AeroLeads found 1 current-domain work email signal for Stephen Berard. Compare company email patterns before reaching out.
Profile bio
About Stephen Berard
I am an experienced, well-rounded investment professional with a background in portfolio construction and asset allocation, across various product types including ETFs and mutual funds, as well as individual equities. My investment expertise is paired with a natural ability to deliver engaging content through presentations and written thought leadership. My passion is cultivating compelling conversations with my peers, clients, and external partners to produce ideas that will drive actionable results. I thrive when surrounded by thoughtful and driven colleagues, and I enjoy seeking out opportunities that align with my aspirations of making a positive impact.
Listed skills include Financial Analysis, Powerpoint, Microsoft Excel, Public Speaking, and 5 others.
Current workplace
Stephen Berard's current company
Company context helps verify the profile and gives searchers a useful next step.
Foundation For The Carolinas
6 roles
Stephen Berard work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Aug 2021 - May 2023
Investment Adviser
Murphy Pohlad Asset Management
Jan 2020 - Mar 2021
Portfolio Analyst
Apr 2018 - Jan 2020
Portfolio Associate
Managed Portfolio Strategies (MPS) serves as the primary source of advice for mutual funds, ETFs, closed-end funds, separately managed accounts, and alternative investments at RBC Wealth Management. Our team provides expert advice and customized support related to portfolio reviews, asset allocation, investment strategy, product selection, and portfolio.
Mar 2016 - Mar 2018
Margin Specialist
Apr 2014 - Mar 2016
Team & coworkers
Colleagues at Foundation For The Carolinas
Other employees you can reach at fftc.org. View company contacts for 88 employees →
SR
Stacey Richards
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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KF
Kirsten Fowler, Cpa
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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SG
Susan Gray
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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PI
Perrine Iannacchione
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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DR
Danielle Ruffin
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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KG
Kelley Graham
Colleague at Foundation For The Carolinas
Concord, North Carolina, United States, United States
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LS
Liz Sullivan
Colleague at Foundation For The Carolinas
United States, United States
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PC
Pat Costner
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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NW
Natalie Wolf (Horton) Cima®
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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BH
Barbara Hautau
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
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Stacey Richards
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
KF
Kirsten Fowler, Cpa
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
SG
Susan Gray
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
PI
Perrine Iannacchione
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
DR
Danielle Ruffin
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
KG
Kelley Graham
Colleague at Foundation For The Carolinas
Concord, North Carolina, United States, United States
View →
LS
Liz Sullivan
Colleague at Foundation For The Carolinas
United States, United States
View →
PC
Pat Costner
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
NW
Natalie Wolf (Horton) Cima®
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
BH
Barbara Hautau
Colleague at Foundation For The Carolinas
Charlotte, North Carolina, United States, United States
View →
1 education record
Stephen Berard education
FAQ
Frequently asked questions about Stephen Berard
Quick answers generated from the profile data available on this page.
What company does Stephen Berard work for?
Stephen Berard works for Foundation For The Carolinas.
What is Stephen Berard's role at Foundation For The Carolinas?
Stephen Berard is listed as AVP, Investments at Foundation For The Carolinas.
What is Stephen Berard's email address?
AeroLeads has found 1 work email signal at @truist.com for Stephen Berard at Foundation For The Carolinas.
Where is Stephen Berard based?
Stephen Berard is based in Charlotte, North Carolina, United States while working with Foundation For The Carolinas.
What companies has Stephen Berard worked for?
Stephen Berard has worked for Foundation For The Carolinas, Truist, Murphy Pohlad Asset Management, and Rbc Wealth Management.
Who are Stephen Berard's colleagues at Foundation For The Carolinas?
Stephen Berard's colleagues at Foundation For The Carolinas include Stacey Richards, Kirsten Fowler, Cpa, Susan Gray, Perrine Iannacchione, and Danielle Ruffin.
How can I contact Stephen Berard?
You can use AeroLeads to view verified contact signals for Stephen Berard at Foundation For The Carolinas, including work email, phone, and LinkedIn data when available.
What schools did Stephen Berard attend?
Stephen Berard holds Bachelor Of Science (B.S.), Finance And Economics from The University Of Montana - School Of Business Administration.
What skills is Stephen Berard known for?
Stephen Berard is listed with skills including Financial Analysis, Powerpoint, Microsoft Excel, Public Speaking, Leadership, Management, Time Management, and Investments.
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