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Thomas Bernardi, CFA, CIPM

Thomas Bernardi, CFA, CIPM

Followers of Thomas Bernardi, CFA, CIPM1000 followers
location of Thomas Bernardi, CFA, CIPMGreater Chicago Area

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  • Timeline

  • About me

    Sr. Vice President at Bernardi Securities, Inc. & Bernardi Asset Management

  • Education

    • Bucknell University

      -
      Bachelor of Arts Economics, History

      Activities and Societies: Bucknell Men's Crew, Sigma Phi Epsilon, Intervarsity Christian Fellowship

  • Experience

    • MB Financial Bank

      Jul 2011 - Oct 2014

      • Securities Analyst

        Jul 2013 - Oct 2014

      • Wealth Management LDP

        Jul 2011 - Jun 2013

    • Bernardi Securities, Inc.

      Nov 2014 - now
      Sr. Vice President, Director of Portfolio Management

  • Licenses & Certifications

    • Certificate in Investment Performance Measurement (CIPM)

      CFA Institute
      May 2021

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      May 2015

  • Volunteer Experience

    • Associate Board Member

      Issued by Union League Boys & Girls Clubs on Jan 2015
      Union League Boys & Girls ClubsAssociated with Thomas Bernardi, CFA, CIPM

    • Board of Directors

      Issued by Union League Club of Chicago on Dec 2020
      Union League Club of ChicagoAssociated with Thomas Bernardi, CFA, CIPM

    • Board Of Directors

      Issued by Bucknell Crew Association on Jan 2019
      Bucknell Crew AssociationAssociated with Thomas Bernardi, CFA, CIPM

    • Caucus Committee Member

      Issued by Lake Forest City Caucus on Jan 2019
      Lake Forest City CaucusAssociated with Thomas Bernardi, CFA, CIPM