Jeff Bernardo
Chief Executive Officer at Augustine Asset Management, Inc.
Profile
Mr. Jeffrey E.
Bernardo, CFA MBA, is a President & Chief Executive Officer at Augustine Asset Management, Inc. He has over 25 years of investment experience, and his responsibilities include managing Augustine’s core equity, emerging market equity, and fixed income strategies.
Mr. Bernardo prior experience includes global equities advisor at Trinity Capital; Vice President and senior global equity portfolio manager at J.P.
Morgan Asset Management, London; equity research analyst at Donaldson, Lufkin & Jenrette and at Kidder, Peabody & Co; and consultant at McKinsey & Co. He is a Director and former President of the CFA Society of Jacksonville, Chairman of the City of Jacksonville Retirement System Board of Trustees, a Director of the World Affairs Council of Jacksonville, and President of the University of Pennsylvania Club of Jacksonville.
Mr. Bernardo graduated with a BS in Economics with honors from the Wharton School, University of Pennsylvania, and an MBA from the Kellogg School of Management, Northwestern University.
He is a Chartered Financial Analyst.
Jeff Bernardo active positions
Companies | Position | Start |
---|---|---|
Augustine Asset Management, Inc.
Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Chief Executive Officer | 01/03/2005 |
Former positions of Jeff Bernardo
Companies | Position | End |
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JPMorgan Asset Management Private Equity
JPMorgan Asset Management Private Equity Investment ManagersFinance JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York. | Corporate Officer/Principal | 01/01/2003 |
Training of Jeff Bernardo
University of Pennsylvania | Undergraduate Degree |
Northwestern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 2 |
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Augustine Asset Management, Inc.
Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Finance |
JPMorgan Asset Management Private Equity
JPMorgan Asset Management Private Equity Investment ManagersFinance JPMorgan Asset Management Private Equity (JPMorgan Asset Mgmt) is a private equity subsidiary of JPMorgan Investment Management, Inc founded in 1900. The firm is headquartered in New York. | Finance |
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