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Larry Bernert
Senior Managing Director @Clearstead Advisory Solutions
Norfolk, VA, US
EMAILS
l•••••••@clearstead.com
MOBILE NUMBERS
+17•••••••22
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WORK HISTORY
Apr 2024 — Present
Senior Managing Director @Clearstead Advisory Solutions
Norfolk, VA, US
EDUCATION
1981 — 1985
University of Virginia
BA, English Language and Literature, General
1987 — 1989
University of Virginia Darden School of Business
Master of Business Administration (MBA)
SKILLS
Institutional InvestmentsEtfsAsset ManagementFixed IncomeAsset AllocationMutual FundsRisk ManagementFinancial ModelingPortfolio ManagementEquity ResearchWealth ManagementSeries 63LeadershipInvestment StrategiesAlternative InvestmentsPrivate EquitySecuritiesEstate PlanningFinancial StructuringBloombergEquitiesInvestment ManagementFundingRetirement PlanningAsset ManagmentBondsStrategic Financial PlanningSeries 7Investment AdvisoryDerivativesFinancial AnalysisHedge FundsWealth Management ServicesFinancial AdvisoryInvestments
ABOUT LARRY BERNERT
Providing investment management and financial advisory services to individual, family…
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