Richard Bernstein

Richard Bernstein

Formal First Name

Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors, an independent investment adviser based in New York City. With over 40 years of experience on Wall Street, he is a widely acknowledged expert in style investing and asset allocation. He has also lectured widely on finance and economics at universities, colleges, and professional forums around the globe. His book "Style Investing" is recognized as the seminal book on style-oriented investment strategies.

Professional Experience

Academic History

  • Bernstein is Chair of the Alfred P. Sloan Foundation endowment's Investment Committee.
  • He sits on the Hamilton College Endowment's Investment Committee.
  • He is a member of the Journal of Portfolio Management′s Advisory Committee.
  • He is a Program Reviewer for the CFA Curriculum.
  • He donates the profits from his books to charity.
  • He was voted to Institutional Investor magazine's annual "All-America Research Team" eighteen times.
  • He is one of the only fifty-seven analysts inducted into the Institutional Investor "Hall of Fame."
  • He was also twice named to both Fortune magazine's "All-Star Analysts" and to Smart Money magazine's "Power 30."
  • He was a member of Registered Rep's "Ten to Watch" for 2012. 
  • He has appeared as a guest on Real Vision.