Brian Bernard

Analyst-Equity bei

Morningstar, Inc. (Research)

Finance

Commercial Services

Consumer Services

Profil

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.

Aktive Positionen von Brian Bernard

Unternehmen	Position	Beginn
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Equity	01.04.2016

Alle aktiven Positionen von Brian Bernard

Ehemalige bekannte Positionen von Brian Bernard

Unternehmen	Position	Ende
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	-

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Erfahrungen
Besetzte Positionen

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Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

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Frau

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Unternehmensverbindungen

Private Unternehmen	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