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Bernardi Securities, Inc. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Bernardi Securities, Inc. operates in the financial services space with a focus on municipal bonds, offering active portfolio management and public finance services to clients in the Midwest. Its investment specialists follow a structured process for actively managing municipal bond portfolios in a complex market, aiming to deliver performance for clients. The firm also supports issuer clients—municipal administrators, school superintendents, and elected officials—in raising capital and navigating the debt issuance process.

Independent municipal credit research underpins its portfolio management and public finance work, and the firm publishes research on municipal market topics to inform clients. Based in Chicago, Illinois, Bernardi Securities operates as a smaller, regionally focused practice and is a member of FINRA and SIPC.

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

Bernardi Securities, Inc. Global Highlights

Location
Employees

North America
46

Minus sign iconPlus sign icon
  • United States Of America
    46

Bernardi Securities, Inc.'s Leadership

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

Bernardi Securities, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Entrepreneurship
  • Other

Contact profiles from Bernardi Securities, Inc.

Name
Title
Contact
Location
Last Update
  • Chief Operating And Compliance Officer at Bernardi Securities, Inc.
    E. B.
    Chief Operating And Compliance Officer
    Mobile Phone
    Oct 23, 2024
  • Chief Compliance Officer at Bernardi Securities, Inc.
    R. B.
    Chief Compliance Officer
    Mobile Phone
    Sep 09, 2026
  • Principal, Senior Vice President at Bernardi Securities, Inc.
    R. B.
    Principal, Senior Vice President
    Mobile Phone
    May 08, 2026
  • Vice President at Bernardi Securities, Inc.
    T. K.
    Vice President
    Mobile Phone
    Oct 16, 2024
  • Business Manager at Bernardi Securities, Inc.
    D. Z.
    Business Manager
    Mobile Phone
    Aug 16, 2023
  • Manager Accounts at Bernardi Securities, Inc.
    R. K.
    Manager Accounts
    Mobile Phone
    Oct 22, 2024
  • Matthew P. Bernardi Investment Specialist at Bernardi Securities, Inc.
    L. B.
    Matthew P. Bernardi Investment Specialist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Bernardi Securities, Inc. known for?

Minus sign iconPlus sign iconBernardi Securities, Inc. was founded in 1984 and operates in the Financial Services industry. You can contact Bernardi Securities, Inc.'s 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?

Minus sign iconPlus sign iconBernardi Securities, Inc. employees' email format typically follows the pattern of FLast@bernardisecurities.com. 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?

Minus sign iconPlus sign iconBernardi Securities, Inc. has approximately 33 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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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