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Richard Bernstein

author Image Richard Bernstein is the chief executive officer of Richard Bernstein Advisors LLC.


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Areas of Expertise: Equity allocation, asset allocation, quantitative stock selection

Website: www.RBAdvisors.com

Twitter Feed: @RBAdvisors

Books: "Style Investing: Unique Insight into Equity Management," "Navigate the Noise: Investing in the New Age of Media and Hype"

Biography:
Richard Bernstein is the chief executive officer of Richard Bernstein Advisors LLC.

Mr. Bernstein has over 30 years’ experience on Wall Street, most recently as the chief investment strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.

A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” 18 times, and is one of only 49 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," and was a member of Registered Rep’sTen to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype," to charity.

Mr. Bernstein is co-chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$1.8 billion) and sits on the Hamilton College endowment’s Investment Committee (~$700 million); he is a trustee of both institutions. He is also an adjunct professor of finance at the NYU/Stern Graduate School of business, and is a member of the Journal of Portfolio Management’s Advisory Committee.

Articles by this Author


  1. Portfolio Strategies »

    Diversification’s Role as a Risk-Reduction Tool

    The correlation among the assets you own, instead of the number, is what determines your portfolio’s diversification.

    September 2013 | Journal