Jeff Bernier
Head-Equity Investments at J. M. Forbes & Co. LLP
Profile
Mr. Jeffrey L.
Bernier is a Partner at J.
M.
Forbes & Co. LLP.
Mr. Bernier was employed as a Vice President by Metropolitan Life Insurance Co. (Investment Portfolio), an Assistant Vice President by Wachovia Securities, Inc., a Senior Associate by Scudder Stevens & Clark Inc, and a Portfolio Manager by MetLife Advisers LLC.
He also served on the board at John Hancock Financial Services, Inc.
He received his undergraduate degree from Boston College and an MBA in Finance from Boston College.
He is a Certified Investment Management Analyst, a Certified Trust and Financial Advisor and is a member of the Investment Management Consultants Association, the Boston Security Analysts Society, the Boston Economic Club, and the CFA Institute.
Jeff Bernier active positions
| Companies | Position | Start |
|---|---|---|
J. M. Forbes & Co. LLP
 J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. | Head-Equity Investments | 2014-12-31 |
Former positions of Jeff Bernier
| Companies | Position | End |
|---|---|---|
Brighthouse Investment Advisers LLC
 Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Portfolio Manager-Equities | 2014-11-30 |
Metropolitan Life Insurance Co. (Investment Portfolio)
 Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer. | Analyst-Equity | 2014-11-30 |
John Hancock Financial Services, Inc.
 John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Director/Board Member | 2007-11-30 |
| Wachovia Securities, Inc. | Corporate Officer/Principal | 2001-11-30 |
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | 1999-12-30 |
Training of Jeff Bernier
| Boston College | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
John Hancock Financial Services, Inc.
John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Finance |
| Wachovia Securities, Inc. | Finance |
Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Finance |
Metropolitan Life Insurance Co. (Investment Portfolio)
Metropolitan Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer. | Finance |
| Scudder Stevens & Clark Inc | Finance |
J. M. Forbes & Co. LLP
J. M. Forbes & Co. LLP Investment ManagersFinance J. M. Forbes & Co. LLP (JM Forbes & Co.) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1838, JM Forbes & Co. provides investment advice and portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. | Finance |
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