Bernardi Securities

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

423 Central Ave, Northfield, Illinois, 6...

Phone Number

(312) 726-7324

Website

www.bernardisecurities.com

Revenue

$7.3 Million

Industry

Finance Securities Trading Lending & Brokerage

About Bernardi Securities

Bernardi Securities is a specialized firm in municipal bond portfolio management and public finance, operating since 1984. They offer customized separate account portfolios and various strategies tailored for individuals, institutions, and financial advisors. The company focuses on providing innovative public finance services, including debt issuance planning and document preparation support. Their clients include both retail and institutional investors looking to enhance their investment in municipal bonds.Explore more
Bernardi Securities's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bernardi Securities Org Chart

PhoneEmail
TB
United States flag for contact location.
Thomas Bernardi

Senior Vice President, Director of Portfolio ...

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JI
United States flag for contact location.
Jeffrey Irish

Senior Vice President

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Lou Lamberti

Senior Vice President

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United States flag for contact location.
Michelle Landis

Principal, Senior Vice President and Corporat...

PhoneEmail
MB
United States flag for contact location.
Matthew Bernardi

Senior Vice President, Investment Specialist

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MB
United States flag for contact location.
Michael Bowen

Senior Vice President

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Rick Gerali

Vice President

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Lisa Boxenbaum

Financial Operations Principal & Vice Preside...

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Michael-Patrick Squ...

Director, Credit

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Compare Similar Companies to Bernardi Securities

Compare insights from companies similar to Bernardi Securities, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bernardi Securities

$7.3M
11-50
Private
<$5M
1984
TB
Thomas BernardiSenior Vice President, Director of Portfolio Management
Gurtin Municipal Bond
$32.2M
11-50
Private
-
2007
JH
John HumphreySenior VP & Head of Co of Credit Research
Belle Haven Investments
$25M
11-50
Private
-
2002
MM
Michael MennaChief Financial Officer
Allegiance Capital
$8.6M
11-50
Private
-
1988
AZ
Amanda ZaumeyerDirector, Client Relations
Stoever Glass
$8.2M
11-50
Private
<$5M
1964
MC
Michael CarriggChief Financial Officer
ACAP Trading
$6.1M
11-50
Private
-
-
N/A
IBU
<$5M
11-50
Private
-
-
Nicholas Maltby, Chief Operating Officer at IBU
Nicholas MaltbyChief Operating Officer
Illustration of an envelope

Bernardi Securities Tech Stack

A closer look at the technologies used by Bernardi Securities

WordPress.org

By

Automattic
PHP

By

PHP
Cloudflare Website Optimization

By

Cloudflare
Cloudflare CDN

By

Cloudflare
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Frequently Asked Questions Regarding Bernardi Securities

What is Bernardi Securities's official website?
Bernardi Securities's official website is www.bernardisecurities.com What is Bernardi Securities's Revenue?
Bernardi Securities's revenue is $7.3 Million What is Bernardi Securities's SIC code?
Bernardi Securities's SIC: 62,628 What is Bernardi Securities's NAICS code?
Bernardi Securities's NAICS: 52,523 How many employees does Bernardi Securities have?
Bernardi Securities has 11-50 employees What industry does Bernardi Securities belong to?
Bernardi Securities is in the industry of: Finance, Securities Trading, Lending & Brokerage What is Bernardi Securities competition?
Bernardi Securities top competitors include: Stoever Glass, Gurtin Municipal Bond, Allegiance Capital, Belle Haven Investments What technology does Bernardi Securities use?
Some of the popular technologies that Bernardi Securities uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN How do I contact Bernardi Securities?
Bernardi Securities contact info: Phone number: (312) 726-7324 Website: www.bernardisecurities.com What does Bernardi Securities do?

Bernardi Securities is a specialized firm in municipal bond portfolio management and public finance, operating since 1984. They offer customized separate account portfolios and various strategies tailored for individuals, institutions, and financial advisors. The company focuses on providing innovative public finance services, including debt issuan... ce planning and document preparation support. Their clients include both retail and institutional investors looking to enhance their investment in municipal bonds.Read More

 What are Bernardi Securities social media links?
Bernardi Securities Linkedin page Bernardi Securities Twitter page Is Bernardi Securities a public company?
Bernardi Securities is private company therefore does not currently have an official ticker symbol
See more information about Bernardi Securities

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