Profilo
Mr. Michael A. Bernstein, CFA, is a Director of Research at Galvin, Gaustad & Stein LLC.
Mr. Bernstein is primarily responsible for investment research and recommendations for portfolios managed by GGS.
He also provides investment research and trading.
Prior to joining GGS in 2015, Mr. Bernstein worked for First Long Island Investors as an Assistant Vice President – Wealth Management.
While at First Long Island Investors, he was a member of the firm’s Investment Committee and served on multiple sub-committees responsible for the management of long-only and hedged equity strategies.
Mr. Bernstein graduated magna cum laude from Bentley University in 2010 with a BA in Finance.
Posizioni attive di Michael Andrew Bernstein
| Società | Posizione | Inizio |
|---|---|---|
Galvin, Gaustad & Stein LLC
Galvin, Gaustad & Stein LLC Investment ManagersFinance GGS works closely with their clients to construct a portfolio made up of selected stocks, bonds and ETFs aggregated to their specific risk level. The firm employs an analytical approach based upon fundamental analysis. | Direttore della Ricerca - Azioni | - |
Precedenti posizioni note di Michael Andrew Bernstein
| Società | Posizione | Fine |
|---|---|---|
First Long Island Investors LLC
First Long Island Investors LLC Investment ManagersFinance FLII is a long-term investor which seeks to preserve and grow their clients' net worth while managing risk. Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities managed internally are invested in what they call a “core” strategy and a “dividend growth” strategy. Assets of some clients are invested in separately managed accounts advised by an outside investment manager. | Analyst-Equity | - |
Formazione di Michael Andrew Bernstein
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 3 |
|---|---|
First Long Island Investors LLC
First Long Island Investors LLC Investment ManagersFinance FLII is a long-term investor which seeks to preserve and grow their clients' net worth while managing risk. Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities managed internally are invested in what they call a “core” strategy and a “dividend growth” strategy. Assets of some clients are invested in separately managed accounts advised by an outside investment manager. | Finance |
Bentley University
Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Galvin, Gaustad & Stein LLC
Galvin, Gaustad & Stein LLC Investment ManagersFinance GGS works closely with their clients to construct a portfolio made up of selected stocks, bonds and ETFs aggregated to their specific risk level. The firm employs an analytical approach based upon fundamental analysis. | Finance |
















