Profil
Stephen C.
Bernhardt is currently a Portfolio Manager at Victory Capital Management, Inc. (Investment Management) starting in 2025.
Formerly, Mr. Bernhardt was Vice President & Portfolio Manager at Amundi Asset Management US, Inc. from 2021 to 2025.
Other former roles include Senior Portfolio Manager at Vanderbilt Capital Advisors LLC (Illinois) from 2014 to 2015, Vice President & Portfolio Manager at Amundi Pioneer Institutional Asset Management, Inc., Principal at Smith Barney & Co., Inc., Principal at Dean Witter Reynolds, Inc., Principal at Prudential Securities, and Trader at Asset Allocation & Management Co. LLC.
Education includes undergraduate studies at Brown University.
Postes actifs de Steve Bernhardt
| Sociétés | Poste | Début |
|---|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Gestionnaire de Portefeuille-Actions | 01/04/2025 |
Anciens postes connus de Steve Bernhardt
| Sociétés | Poste | Fin |
|---|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Portfolio Manager-Fixed Income | 01/04/2025 |
Amundi Pioneer Institutional Asset Management, Inc.
Amundi Pioneer Institutional Asset Management, Inc. Investment ManagersFinance APIAM offers a broad range of US, international, global, fixed income, and equity solutions – including our suite of multi-sector strategies – for institutional investors. The firm's commitment to original, fundamental research and solid investment opportunities, coupled with their global reach, allow them to meet the sophisticated needs of today's institutional investors. | Gestionnaire de Portefeuille-Actions | 01/01/2021 |
Vanderbilt Capital Advisors LLC (Illinois)
Vanderbilt Capital Advisors LLC (Illinois) Investment ManagersFinance Vanderbilt Capital Advisors focuses exclusively on managing fixed-income portfolios for institutional clients. Their investment decisions are based on yield curve & duration, sector allocation and security selection. Sectors are identified based on yield spreads and volatility expectations | Directeur en chef des Investissements | 28/09/2015 |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle. | Trading-Equity | - |
Formation de Steve Bernhardt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals. | Finance |
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. | Finance |
Brown University
Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Asset Allocation & Management Co. LLC
Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Vanderbilt Capital Advisors LLC (Illinois)
Vanderbilt Capital Advisors LLC (Illinois) Investment ManagersFinance Vanderbilt Capital Advisors focuses exclusively on managing fixed-income portfolios for institutional clients. Their investment decisions are based on yield curve & duration, sector allocation and security selection. Sectors are identified based on yield spreads and volatility expectations | Finance |
Amundi Pioneer Institutional Asset Management, Inc.
Amundi Pioneer Institutional Asset Management, Inc. Investment ManagersFinance APIAM offers a broad range of US, international, global, fixed income, and equity solutions – including our suite of multi-sector strategies – for institutional investors. The firm's commitment to original, fundamental research and solid investment opportunities, coupled with their global reach, allow them to meet the sophisticated needs of today's institutional investors. | Finance |
















