Sr. Vice President, Director Of Portfolio Management
Current
Nov 2014 - Present
AeroLeads people directory · profile
Thomas Bernardi, Cfa, Cipm Email & Phone Number
Sr. Vice President at Bernardi Securities, Inc. & Bernardi Asset Management
at
Bernardi Securities, Inc.
1 work email found
@bernardisecurities.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Vice President at Bernardi Securities, Inc. & Bernardi Asset Management
Location
Greater Chicago Area, United States, United States
Who is Thomas Bernardi, Cfa, Cipm? Overview
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Quick answer
Thomas Bernardi, Cfa, Cipm is listed as Sr. Vice President at Bernardi Securities, Inc. & Bernardi Asset Management at Bernardi Securities, Inc., based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at bernardisecurities.com and a matched LinkedIn profile for Thomas Bernardi, Cfa, Cipm.
Thomas Bernardi, Cfa, Cipm previously worked as Sr. Vice President, Director of Portfolio Management at Bernardi Securities, Inc. and Securities Analyst at Mb Financial Bank. Thomas Bernardi, Cfa, Cipm holds Bachelor Of Arts, Economics, History from Bucknell University.
Company email context
Email format at Bernardi Securities, Inc.
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*@bernardisecurities.com
68% confidence
AeroLeads found 1 current-domain work email signal for Thomas Bernardi, Cfa, Cipm. Compare company email patterns before reaching out.
Profile bio
About Thomas Bernardi, Cfa, Cipm
If you would like more information about the products or services we provide, please contact me directly at (312) 281-2021. Industry regulations prevent us from receiving recommendations or testimonials from others based on the service they have received. Industry regulations also prevent us from posting any specific investment advice or recommendations. Third party posts found on this profile do not reflect the views of Bernardi Securities, Inc. (BSI) and have not been reviewed by BSI as to accuracy and completeness. Securities offered through Bernardi Securities, Inc. 423 Central Avenue, Northfield, IL 60093, member FINRA/SIPC.https://www.bernardisecurities.com
Listed skills include Microsoft Office, Financial Modeling, Microsoft Word, Data Analysis, and 13 others.
Current workplace
Thomas Bernardi, Cfa, Cipm's current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Thomas Bernardi, Cfa, Cipm work experience
A career timeline built from the work history available for this profile.
Securities Analyst
Jul 2013 - Oct 2014
Wealth Management Ldp
Jul 2011 - Jun 2013
1 education record
Thomas Bernardi, Cfa, Cipm education
-
Bucknell University
FAQ
Frequently asked questions about Thomas Bernardi, Cfa, Cipm
Quick answers generated from the profile data available on this page.
What company does Thomas Bernardi, Cfa, Cipm work for?
Thomas Bernardi, Cfa, Cipm works for Bernardi Securities, Inc..
What is Thomas Bernardi, Cfa, Cipm's role at Bernardi Securities, Inc.?
Thomas Bernardi, Cfa, Cipm is listed as Sr. Vice President at Bernardi Securities, Inc. & Bernardi Asset Management at Bernardi Securities, Inc..
What is Thomas Bernardi, Cfa, Cipm's email address?
AeroLeads has found 1 work email signal at @bernardisecurities.com for Thomas Bernardi, Cfa, Cipm at Bernardi Securities, Inc..
Where is Thomas Bernardi, Cfa, Cipm based?
Thomas Bernardi, Cfa, Cipm is based in Greater Chicago Area, United States, United States while working with Bernardi Securities, Inc..
What companies has Thomas Bernardi, Cfa, Cipm worked for?
Thomas Bernardi, Cfa, Cipm has worked for Bernardi Securities, Inc. and Mb Financial Bank.
How can I contact Thomas Bernardi, Cfa, Cipm?
You can use AeroLeads to view verified contact signals for Thomas Bernardi, Cfa, Cipm at Bernardi Securities, Inc., including work email, phone, and LinkedIn data when available.
What schools did Thomas Bernardi, Cfa, Cipm attend?
Thomas Bernardi, Cfa, Cipm holds Bachelor Of Arts, Economics, History from Bucknell University.
What skills is Thomas Bernardi, Cfa, Cipm known for?
Thomas Bernardi, Cfa, Cipm is listed with skills including Microsoft Office, Financial Modeling, Microsoft Word, Data Analysis, Bloomberg Terminal, Powerpoint, Investments, and Microsoft Excel.
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