Larry Bernert
Senior Managing Director at Clearstead
- Role
- Senior Managing Director at Clearstead Advisory Solutions
- Location
- Norfolk, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Larry Bernert
Providing investment management and financial advisory services to individual, family…
Experience
Senior Managing Director
Apr 2024 — Present · Norfolk, VA, US
Education
University of Virginia
BA, English Language and Literature, General
1981 — 1985
University of Virginia Darden School of Business
Master of Business Administration (MBA)
1987 — 1989
Skills
- Institutional Investments
- Etfs
- Asset Management
- Fixed Income
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Modeling
- Portfolio Management
- Equity Research
- Wealth Management
- Series 63
- Leadership
- Investment Strategies
- Alternative Investments
- Private Equity
- Securities
- Estate Planning
- Financial Structuring
- Bloomberg
- Equities
- Investment Management
- Funding
- Retirement Planning
- Asset Managment
- Bonds
- Strategic Financial Planning
- Series 7
- Investment Advisory
- Derivatives
- Financial Analysis
- Hedge Funds
- Wealth Management Services
- Financial Advisory
- Investments
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