Marty L. Bernstein

Finance

Profile

Mr. Bernstein is a former Senior Portfolio Manager in the Private Banking and Investment Division at Bank One Corporation and the predecessor First Chicago NBD Corporation and NBD Bancorp.
He managed investment portfolio's for high net worth individuals where he had responsibility for assets in excess of $900 million.
In addition to portfolio management, Mr. Bernstein's responsibilities included establishing client objectives, determining appropriate asset allocation, security selection, and the monitoring and evaluating portfolio performance.
He has been involved in the investment industry since 1981 gaining experience as a financial consultant at Merrill Lynch and Kidder, Peabody & Company.
Prior to that, Mr. Bernstein worked in computer hardware marketing and software application support for the Burroughs Corporation.
At MeadowBrook, he is a Senior Portfolio Manager and contributes to the equity selection process.
Mr. Bernstein is a member of the Investment Analyst Society of Detroit.
He received his MBA in Finance from Wayne State University & his BA in Finance also from Wayne State University.

Former positions of Marty L. Bernstein

Companies	Position	End
MeadowBrook Investment Advisors LLC MeadowBrook Investment Advisors LLC Investment ManagersFinance MeadowBrook Investment Advisors LLC (MeadowBrook) is an independent, SEC-registered investment advisor headquartered in Livonia, Michigan. The firm was founded in 1999 by George Abel, Dale Embry, Robert Grabowski, and Ronald Doyle. MeadowBrook offers investment advice to individuals, trusts, foundations and charitable organizations.	Analyst-Equity	2005-12-30
Kidder Peabody & Co., Inc. /Non Retail Unit/ Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY.	Corporate Officer/Principal	-
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.	Corporate Officer/Principal	-
First Chicago NBD Corp. First Chicago NBD Corp. Major BanksFinance First Chicago NBD Corp. is a national commercial bank. The company is based in Chicago, IL. First Chicago NBD was acquired by Bank One Corp. on October 01, 1998 for $19,782.21 million.	Portfolio Manager-Fixed Income	-

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