Company Overview of Richard Bernstein Advisors LLC
Richard Bernstein Advisors LLC is an employee owned investment manager. The firm primarily provides its services to investment companies and broker-dealers. It manages separate client-focused equity and balanced portfolios. The firm also manages equity and multi-asset funds for its clients. It invests in the public equity, fixed income, commodity, and alternative investment markets across the globe. The firm invests in growth and value stocks of companies to create its equity portfolios. It benchmarks the performance of its equity portfolios against the S&P 500 Index. The firm benchmarks the performance of 60% of its balanced portfolio against the ACWI and 40% against the Barclays Capital U....
120 West 45th Street
New York, NY 10036
Founded in 2009
Key Executives for Richard Bernstein Advisors LLC
Chief Executive Officer, Portfolio Manager, and Chief Investment Officer
Co-President and Director of Distribution
Director of Investments and Portfolio Manager
Compensation as of Fiscal Year 2017.
Richard Bernstein Advisors LLC Key Developments
Richard Bernstein Capital Management, LLC Presents at 2nd Annual Capital Link Dissect ETFs Forum, Oct-13-2015 12:40 PM
Oct 11 15
Richard Bernstein Capital Management, LLC Presents at 2nd Annual Capital Link Dissect ETFs Forum, Oct-13-2015 12:40 PM. Venue: The Metropolitan Club, One East 60th St., New York, NY 10022-1054, United States. Speakers: Richard Bernstein, Chief Executive Officer, Portfolio Manager, and Chief Investment Officer.
Richard Bernstein Advisors Presents at Morningstar ETF Conference - Chicago 2015, Oct-01-2015 09:40 AM
Sep 28 15
Richard Bernstein Advisors Presents at Morningstar ETF Conference - Chicago 2015, Oct-01-2015 09:40 AM. Venue: Sheraton Chicago Hotel and Towers, 301 E. North Water Street, Chicago, IL 60611, United States. Speakers: Joe Zidle.
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