Bernardi Securities specializes in municipal bond portfolio management and public finance services, offering unique access to separate account management through both non-fee and fee-based strategies.

Bernardi Securities

Bernardi Securities, Inc. | 1,824 followers on LinkedIn. A leading municipal bond boutique, Bernardi Securities, Inc. specializes in active municipal bond portfolio management and innovative public finance services. 

Our mission has remained the same since our founding – specialize in the municipal bond market to deliver superior performance for clients.

ACTIVE MUNICIPAL BOND PORTFOLIO MANAGEMENT

Investing in today’s complex municipal bond market requires highly specialized portfolio management.

Financial and Operations Principal - FINRA Series 7, 27, 63

Lisa Evensky

Client Services Manager at Bernardi Securities, Inc.

Jacqueline Sarlo

Sr. Vice President at Bernardi Securities, Inc. & Bernardi Asset Management

Thomas Bernardi, CFA, CIPM

Matthew Bernardi

Bernardi Securities, Inc.

Muni Market Update: Fairly Valued with a Hefty Supply Backdrop https://lnkd.in/g8QAZFig

Cash vs. Bonds, the advantages of a longer duration portfolio in today’s environment https://lnkd.in/g6WsMtAX #muniland

Forty years of funding America’s infrastructure! Thank you! https://lnkd.in/gesJmjeh #muniland

Pick your spots in today’s municipal bond market https://lnkd.in/eC87Xnyv

Bernardi Asset Management Awarded Manager of the Decade! #fixedincome #muniland https://lnkd.in/gfQ3AyKK

Thank you to Nicole Romito, CFP. CDFA and the Private Vista LLC team for hosting us on your latest Dollar$ and $ense podcast! We are always happy to highlight the municipal bond market and the positive impact it has on our country. https://lnkd.in/evNbipsW

Two ways to find value in today’s muni market: Discount munis and tax loss swaps #muniland https://lnkd.in/gV-tFHcQ

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Chairman

Edward Bernardi

Assistant Vice President

John Vezzetti

Sr VP

Lou Lamberti

Vice President, Investment Specialist

Senior Vice President

Robert Vail

Vice President, Portfolio Manager

Thomas Bernardi

Director of Credit

Brian Shea

Michael-Patrick Squeglia

Manager of Technology

Adonis San Juan

Chicago Companies With Less Than $1B in Revenue (Top 10K)

Chicago Companies With Fewer Than 1000 Employees (Top 10K)

Chicago Companies With Less Than $50M in Revenue (Top 10K)

Chicago Companies With More Than 10 Employees (Top 10K)

Bernardi Securities is specializes in active municipal bond portfolio management and innovative public finance services.

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Bernardi Securities