Larry J. Bernhard

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mr. Larry J.
Bernhard is Chief Compliance Officer & Business Manager at Foster & Motley, Inc. He joined the firm in December 2010.
In 1980, Mr. Bernhard began working as a co-op with Bartlett & Co., an Investment Advisor and Broker Dealer in Cincinnati.
Following graduation he began his full time career with the firm.
From 1985 through 2004 he managed various departments within Operations and earned his Series 7 Financial Certification.
When Bartlett & Co. became solely an Investment Advisor in 2005, he became the firm's Compliance Officer, developing and implementing the firm's compliance program.
He served in that capacity through 2008.
From June 2009 through December 2010, Mr. Bernhard worked as a Compliance Officer for two highly respected Cincinnati firms; Western & Southern Financial Group and General Electric Credit Union.
He is a current member of Cincinnati's Compliance Roundtable.
Mr. Bernhard graduated from the University of Cincinnati in 1983 with a Bachelor of Business Administration degree in Finance.
He also completed the University's Cooperative Education Program (co-op).

Anciens postes connus de Larry J. Bernhard

Sociétés	Poste	Fin
Bartlett & Co. LLC Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark.	Corporate Officer/Principal	-
Western & Southern Financial Group, Inc. Western & Southern Financial Group, Inc. Investment ManagersFinance Provides retirement planning, investment advisory and life insurance services	Corporate Officer/Principal	-
Foster & Motley, Inc. Foster & Motley, Inc. Investment ManagersFinance Foster & Motley follows either a value or growth investment approach. Their ideal stock purchase candidate offers a combination of greater than average dividend yield, greater than a market dividend growth, lower valuation, and higher quality. The firm utilizes a bottom-up analysis of the fundamentals of individual companies and their securities.	Corporate Officer/Principal	-

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Entreprise privées	4
Foster & Motley, Inc. Foster & Motley, Inc. Investment ManagersFinance Foster & Motley follows either a value or growth investment approach. Their ideal stock purchase candidate offers a combination of greater than average dividend yield, greater than a market dividend growth, lower valuation, and higher quality. The firm utilizes a bottom-up analysis of the fundamentals of individual companies and their securities.	Finance
Bartlett & Co. LLC Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. is an active investment manager that seeks to maximize each client's return potential for the level of risk undertaken. To that end, they adjust the asset mix to reflect the changing opportunities encountered over a market cycle. Their approach is based on the premise that every client is unique and they formulate our recommendations accordingly. Bartlett & Co. believes that portfolio diversification is the best way to manage risk, in alignment with the client’s objective and risk tolerance. They advocate diversification across uncorrelated asset classes. Subject to each client’s unique objectives, Bartlett & Co. seeks to diversify stocks across economic sectors with emphasis placed in those sectors exhibiting superior return potential, subject to valuation criteria. International exposure is diversified across geographies and across developed and emerging countries. With expenses in consideration, the firm uses mutual funds and ETFs to meet the small-cap and international allocations. Bartlet & Co. applies their relative value philosophy of investing to the management of fixed income portfolios. They emphasize an analysis of the relative value of various sectors, individual credits and maturity slices of the yield curve. The firm does not generally make large interest rate bets by varying the duration of client portfolios by more than 10% from the duration of the client's selected benchmark.	Finance
Western & Southern Financial Group, Inc. Western & Southern Financial Group, Inc. Investment ManagersFinance Provides retirement planning, investment advisory and life insurance services	Finance
University of Cincinnati (Ohio) University of Cincinnati (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services