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Brian Bernard
Analyst-Equity en
Morningstar, Inc. (Research)
.
Perfil
Brian Bernard is currently Sector Director at Morningstar, Inc. (Research), a position held since 2020, with employment at the firm starting in 2016.
Former roles include Research Analyst at Heartland Advisors, Inc. from 2013 to 2014, and Staff Auditor at Deloitte & Touche LLP.
Education includes an undergraduate degree conferred in 2006 and an MBA conferred in 2013, both from the University of Wisconsin.
Cargos activos de Brian Bernard
| Empresas | Cargo | Inicio |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Analyst-Equity | 01/04/2016 |
Antiguos cargos conocidos de Brian Bernard.
| Empresas | Cargo | Fin |
|---|---|---|
Heartland Advisors, Inc.
 Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis. | Analyst-Equity | 30/09/2014 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | - |
Formación de Brian Bernard.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
97
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Heartland Advisors, Inc.
Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research | Finance |
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