Brian Bernard

Analyst-Equity at

Morningstar, Inc. (Research)

Finance

Commercial Services

Consumer Services

Profile

Brian Bernard is currently Sector Director at Morningstar, Inc. (Research), a position held since 2020, with employment at the firm starting in 2016.
Former roles include Research Analyst at Heartland Advisors, Inc. from 2013 to 2014, and Staff Auditor at Deloitte & Touche LLP.
Education includes an undergraduate degree conferred in 2006 and an MBA conferred in 2013, both from the University of Wisconsin.

Brian Bernard active positions

Companies	Position	Start
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Analyst-Equity	2016-03-31

All active positions of Brian Bernard

Former positions of Brian Bernard

Companies	Position	End
Heartland Advisors, Inc. Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.	Analyst-Equity	2014-09-29
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Heartland Advisors, Inc. Heartland Advisors, Inc. Investment ManagersFinance Heartland Advisors is an active, value-based investor that aims to provide superior risk-adjusted returns and limit downside participation. The firm looks for under-researched, under-followed and under-valued securities for well-managed companies with strong balance sheets. They typically sell securities when they consider them to be overvalued relative to other investments. Portfolio managers and research analysts work side-by-side to apply a bottom-up approach that combines traditional fundamental analysis.	Finance
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Commercial Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Morningstar, Inc. (Research) Morningstar, Inc. (Research) Investment ManagersFinance Provides investment research	Finance