Brian Bernard, CFA, CPA, currently serves as a Senior Investment Analyst at Uline since November 2025. Prior to this role, Brian held various positions at Morningstar from April 2016 to October 2025, including Director of Industrials Equity Research and Equity Analyst. Earlier experience includes serving as a Senior Financial Analyst at FIS, focusing on M&A due diligence and integration, and as a Research Analyst at Heartland Advisors, Inc., where Brian also completed an internship. Additional experience comprises roles at Fiserv as a Senior Corporate Financial Auditor and Corporate Financial Auditor, as well as an Audit Assistant at Deloitte. Brian earned an MBA in Finance from the Wisconsin School of Business and holds a BBA in Accounting and Finance, Investment, & Banking from the same institution.
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