Career history of Larry Richard Bernstein
Former positions of Larry Richard Bernstein
| Companies | Position | Start | End |
|---|---|---|---|
Xponance, Inc.
 Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Analyst-Equity | 2010-06-30 | 2012-11-30 |
| Investment Committee Member | 2011-05-30 | 2012-11-30 | |
| Portfolio Manager-Equities | 2012-01-15 | 2012-11-30 | |
The Glenmede Trust Co., NA
 The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | 1999-12-30 | 1999-12-30 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Portfolio Manager-Equities | 1997-12-30 | 1997-12-30 |
CIM LLC
 CIM LLC Investment ManagersFinance CIM LLC is an independent registered investment advisor headquartered in Albany, New York. The firm was founded by Thomas J. Curran in 2004 and do-business-as Curran Wealth Management. CIM provides investment supervisory services to individuals, families, qualified investors, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Portfolio Manager-Equities | 2013-06-30 | - |
| Chestnut Hill College | Corporate Officer/Principal | - | - |
| Camden County College | Corporate Officer/Principal | - | - |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - | - |
Training of Larry Richard Bernstein
| Washington University in St. Louis | Undergraduate Degree |
| The Ohio State University | Masters Business Admin |
Statistics
International
| United States | 10 |
Operational
| Corporate Officer/Principal | 4 |
| Portfolio Manager-Equities | 3 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 5 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
The Glenmede Trust Co., NA
The Glenmede Trust Co., NA Investment ManagersFinance The Glenmede Trust Co. NA provides investment trust services. Its services include wealth management, investment management, tax services and planning, fiduciary services, charitable and retirement planning, portfolio management, asset allocation, and fiduciary tax returns. The company was founded by Joseph N. Anderson Pew and Mary Anderson Pew in 1956 and is headquartered in Philadelphia, PA. | Finance |
CIM LLC
CIM LLC Investment ManagersFinance CIM LLC is an independent registered investment advisor headquartered in Albany, New York. The firm was founded by Thomas J. Curran in 2004 and do-business-as Curran Wealth Management. CIM provides investment supervisory services to individuals, families, qualified investors, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and corporations. | Finance |
