RBA is a macro-based investment management firm with $14.6 billion in AUM/AUA (as of June 30, 2021), managing ETF portfolios, mutual funds, UITs, and ETFs.

Banking

Richard Bernstein Advisors

Richard Bernstein Advisors' headquarters in New York, NY, United States

Richard Bernstein

Kevin Moran

Katherine Gross

Terrance Ober

Siobhan Connor

Dan Suzuki

John Reagan

Michael Contopoulos

The Investment and Sales Team at Richard Bernstein Advisors is responsible for managing client relationships, driving sales growth, and providing strategic investment insights. They collaborate to create and market investment strategies, analyze portfolio performance, and develop new business opportunities across various financial products, including ETF portfolios, mutual funds, and UITs.

Investment and Sales Team

The Investment and Research team at Richard Bernstein Advisors conducts in-depth macroeconomic analysis, develops strategic investment decisions, and manages risk for the firm's portfolio of ETF portfolios, mutual funds, UITs, and ETFs. The team collaborates to ensure optimal asset allocation, monitors market trends, and implements trading strategies to maximize returns while mitigating risks for the firm's $14.6 billion in assets under management and advisement.

Investment and Research

The Leadership Team at Richard Bernstein Advisors is responsible for guiding the strategic vision and operational execution of the firm. Comprised of key executives including the CEO, CFO, and Chief Compliance Officer, the team oversees investment strategy, compliance, and distribution initiatives to ensure the firm effectively manages its $14.6 billion in assets while adhering to best practices in governance and risk management. Each member brings specialized expertise to foster collaboration and drive growth in a dynamic investment landscape.

Leadership Team

This department focuses on driving sales through direct engagement with clients and managing internal sales processes.

Internal Sales

This department focuses on managing and analyzing investment portfolios to optimize performance and achieve financial objectives.

Investment Management

This department focuses on managing and promoting a diverse range of investment portfolios.

��

Richard Bernstein Advisors

Org chart

Teams

Investment and Sales Team

Investment and Research

Leadership Team

Internal Sales

Investment Management

Portfolio Management

Offices

��������

Richard Bernstein Advisors

Org chart

Teams

Investment and Sales Team

Investment and Research

Leadership Team

Internal Sales

Investment Management

Portfolio Management

Offices

Related companies

��