Bernardi Securities, Inc. Employee Directory

Q: What is Bernardi Securities, Inc. known for?

Bernardi Securities, Inc. was founded in 1984. Bernardi Securities, Inc. operates in the Financial Services industry.

Q: How many employees does Bernardi Securities, Inc. have currently?

Bernardi Securities, Inc. has approximately 34 employees.

Financial ServicesUnited States11-50 Employees

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. Bernardi investment specialists serve clients using a proven process for active municipal bond portfolio management.

INNOVATIVE PUBLIC FINANCE SERVICES

As one of the Midwest’s most active underwriters, Bernardi understands the demands facing municipal administrators, school superintendents, and elected officials. Bernardi public finance specialists help issuer clients raise needed capital, providing a variety of services throughout the debt issuance process.

MUNICIPAL CREDIT RESEARCH & INSIGHTS

Independent municipal credit research is the foundation of the Bernardi approach to its portfolio management and public finance services. Close attention to credit research is more important than ever in the wake of the 2008-2009 financial crisis. Additionally, Bernardi Securities reports on municipal market topics in several types of research publications to keep clients informed.


For educational purposes only and obtained from sources considered reliable. Not guaranteed and not necessarily complete. BSI offerings are made by prospectus or official statement only. Income may be subject to state and local taxes and the federal AMT. Additional risks associated with investing in municipal bonds include credit risk, interest rate risk, and reinvestment risk. Please consult your tax professional regarding suitability.

May lose principal • Not FDIC insured • Not appropriate for all investors

©2024
Bernardi Securities, Inc. 
Member FINRA/SIPC

Visit www.bernardisecurities.com/disclosures for more information

Find Bernardi Securities, Inc. employees' phone numbers or email addresses

Bernardi Securities, Inc. Global Highlights

North America
45

United States Of America
45

Asia
1

Philippines
1

Bernardi Securities, Inc.'s Leadership

E. B.
Chief Operating And Compliance Officer
Mobile Phone
Email
R. B.
Chief Compliance Officer
Mobile Phone
Email
R. B.
Principal, Senior Vice President
Mobile Phone
Email
T. K.
Vice President
Mobile Phone
Email
D. Z.
Business Manager
Mobile Phone
Email
J. R.
General Manager
Mobile Phone
Email
R. K.
Manager Accounts
Mobile Phone
Email
L. B.
Matthew P. Bernardi Investment Specialist
Mobile Phone
Email

Contact profiles from Bernardi Securities, Inc.

Name

Title

Contact Info

Location

Last Update

E. B.
Chief Operating And Compliance Officer
Mobile Phone
Email
Oct 23, 2024
R. B.
Chief Compliance Officer
Mobile Phone
Email
Apr 22, 2024
R. B.
Principal, Senior Vice President
Mobile Phone
Email
Apr 10, 2025
T. K.
Vice President
Mobile Phone
Email
Oct 16, 2024
D. Z.
Business Manager
Mobile Phone
Email
Apr 22, 2024
J. R.
General Manager
Mobile Phone
Email
United StatesMassachusetts
May 14, 2025
R. K.
Manager Accounts
Mobile Phone
Email
Oct 22, 2024
L. B.
Matthew P. Bernardi Investment Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Bernardi Securities, Inc. known for?

Bernardi Securities, Inc. was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 20 S. Clark St. Suite 2700, Chicago, IL 60603, US; you can contact the main corporate office by phone at

+1-312-726-****

. Explore Bernardi Securities, Inc.'s company overview page for more information.

What is Bernardi Securities, Inc.'s most common email format?

Bernardi Securities, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernardi Securities, Inc. email formats with LeadIQ.

How many employees does Bernardi Securities, Inc. have currently?

Bernardi Securities, Inc. has approximately 34 employees as of January 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Bernardi Securities, Inc.'s key employees and leadership?

As of January 2026, Bernardi Securities, Inc.'s key employees include:

Chief Operating And Compliance Officer: E. B.
Chief Compliance Officer: R. B.
Principal, Senior Vice President: R. B.
Vice President: T. K.
Business Manager: D. Z.

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