Richard Bernstein has nearly 30 years of experience on Wall Street, most recently as Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. Bernstein is a much-noted expert on equity, style and asset allocation.
Eighteen times Institutional Investor voted Bernstein to its annual "All-America Research Team," including ten times as the top-ranked analyst in his category. He was also twice named as one of the "All-Star Analysts" by Fortune and one of the "Power 30" by Smart Money. He is author of Style Investing - Unique Insight into Equity Management (1995), which is considered the seminal work on styleoriented investment strategies. In addition, he has lectured on finance and economics at numerous colleges, universities and professional forums. Navigating the Noise: Investing in the New Age of Media and Hype, his second book, was published in 2005. Profits from both books are donated to charity.
Bernstein sits on the Investment Committee for endowment (~$1.7 billion) to the Alfred P. Sloan Foundation and on the Investment Committee for endowment (~$600 million) to Hamilton College of Clinton, NY. He serves both institutions as a trustee. At New York University, he serves the Stern Graduate School of Business as an Adjunct Professor of Finance and sits on the Executive Committee. He is a member of the Advisory Committee of the Journal of Portfolio Management.
Berstein holds a B.A. in economics from Hamilton College as well as an M.B.A. in finance with Beta Gamma Sigma distinction from New York University.