About Richard
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. As CIO, Mr. Bernstein is a member of the firm’s Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. He helps write the firm’s monthly Insights which has over 25,000 subscribers, is a frequent guest on CNBC and Bloomberg TV, and is regularly quoted in leading publications like Barron’s, Financial Times, and The Wall Street Journal. Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
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 has been inducted into the Institutional Investor “Hall of Fame.” 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 currently sits on the Hamilton College endowment’s Investment Committee and is a trustee of Hamilton College and was formerly a chair of the Alfred P. Sloan Foundation endowment’s Investment Committee. He is also a member of the Journal of Portfolio Management’s Advisory Committee and former adjunct faculty of the NYU/Stern Graduate School of Business. Rich and his wife, Christine, endow numerous college and university scholarships designated for under-represented students interested in business and STEM.
Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.