Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC.
Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. Mr. Bernstein has over 35 years' experience on Wall Street, most recently as the Chief Investment Strategist at Merrill Lynch & Co.
A much-noted expert on equity, style, and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual "All-America Research Team" eighteen times, and is one of only fifty analysts inducted into the Institutional Investor "Hall of Fame". He was also twice named to both Fortune magazine's "All-Star Analysts" and to Smart Money magazine's "Power 30," and was a member of Registered Rep's "Ten to Watch" for 2012. His book, "Style Investing: Unique Insight into Equity Management," is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, "Navigate the Noise: Investing in the New Age of Media and Hype," to charity.
Mr. Bernstein is Co-Chair of the Alfred P. Sloan Foundation endowment's investment committee (~$2.0 billion) and sits on the Hamilton College endowment's investment committee (~$900 million); he is a trustee of both institutions. He is also a former adjunct professor of finance at the NYU/Stern Graduate School of Business, and is a member of the Journal of Portfolio Management's Advisory Committee.
Rich holds an M.B.A. in finance, with Beta Gamma Sigma distinction, from New York University, and a B.A. in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.
Richard Bernstein, Richard Bernstein Advisors, weighs in on what's driving the markets to record levels.
Richard Bernstein, CEO of Richard Bernstein Advisors, is buying gold for clients for the first time during his long career on Wall Street.
Despite the euro zone debt crisis, European markets might be a bright spot in the coming year, according to Richard Bernstein, chief investment strategist at Richard Bernstein Advisors.