Mike Bernhard

About Mike Bernhard

Everyday I get to apply both my quantitative and interpersonal skills to help our clients…

Experience

1. Director of Investments & Associate Wealth Management Advisor

   Beauchamp Maleki Group

   Apr 2018 — Present

   With more than 100+ years of combined industry experience, our team at Beauchamp Maleki Group (BMG) takes the time to understand the complex needs of our clients so that we can provide them with tailored, strategic solutions designed to maximize positive outcomes.As both a Chartered Financial Analyst (CFA®) Charterholder and CFP® Certificant, I help our clients through sound financial guidance so they can live their best lives now and in the future. From executives, high net worth individuals, to owners of some of the largest privately held companies in the Midwest, I am charged with ensuring clients can feel secure in knowing that their investment plan matches their financial plant. To accomplish this, I focus on many areas of the business with our clients, including: • Asset allocation• Investment selection and management• Private Investments including private equity, real estate, private credit & hedge funds• Exchange-traded funds• Portfolio optimization• Municipal bonds• Financial planning• Tax efficient strategies

Education

• Lubar College of Business

  Bachelor of Business Administration (BBA), Finance and International Business with a Double Major in German

  2001 — 2007

• Goethe University Frankfurt

  Finance, European Studies

Skills

• Credit Derivatives
• Wordpress
• Hedge Funds
• Advent Geneva
• Leveraged Finance
• Swaps
• Asset Allocation
• Fund Accounting
• Fatca
• Financial Reporting
• Compliance
• Chartered Financial Analyst
• Cdo
• Cef
• Investments
• Abs
• Equities
• Fixed Income
• Bloomberg
• Mlp
• Fas 157
• Business Strategy
• Strategy
• Alternative Investments
• Private Equity
• Ssae 16
• Derivatives
• Financial Analysis
• Vba
• Portfolio Management