RBA is a macro-based investment management firm with $14.6 billion in AUM/AUA (as of June 30, 2021), managing ETF portfolios, mutual funds, UITs, and ETFs.

Banking

Richard Bernstein Advisors

Richard Bernstein Advisors' headquarters in New York, NY, United States

Dan Suzuki

John Reagan

Kevin Moran

Lisa Kirschner

Matthew Griswold

Vincent Scozzari

The Investment and Research team at Richard Bernstein Advisors conducts in-depth macroeconomic analysis, develops strategic investment decisions, and manages risk for the firm's portfolio of ETF portfolios, mutual funds, UITs, and ETFs. The team collaborates to ensure optimal asset allocation, monitors market trends, and implements trading strategies to maximize returns while mitigating risks for the firm's $14.6 billion in assets under management and advisement.

Investment and Research

This department oversees the technological infrastructure and ensures adherence to regulatory standards.

Technology and Compliance

This department focuses on driving sales through direct engagement with clients and managing internal sales processes.

Internal Sales

The Investment and Sales Team at Richard Bernstein Advisors is responsible for managing client relationships, driving sales growth, and providing strategic investment insights. They collaborate to create and market investment strategies, analyze portfolio performance, and develop new business opportunities across various financial products, including ETF portfolios, mutual funds, and UITs.

Investment and Sales Team

The Leadership Team at Richard Bernstein Advisors is responsible for guiding the strategic vision and operational execution of the firm. Comprised of key executives including the CEO, CFO, and Chief Compliance Officer, the team oversees investment strategy, compliance, and distribution initiatives to ensure the firm effectively manages its $14.6 billion in assets while adhering to best practices in governance and risk management. Each member brings specialized expertise to foster collaboration and drive growth in a dynamic investment landscape.

Leadership Team

This department focuses on managing and analyzing investment portfolios to optimize performance and achieve financial objectives.

Richard Bernstein Advisors

Org chart

Teams

Investment and Research

Technology and Compliance

Internal Sales

Investment and Sales Team

Leadership Team

Investment Management

Offices

Richard Bernstein Advisors

Org chart

Teams

Investment and Research

Technology and Compliance

Internal Sales

Investment and Sales Team

Leadership Team

Investment Management

Offices

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