Michael Andrew Bernstein

Director of Research - Equity at

Galvin, Gaustad & Stein LLC

Finance

Consumer Services

Profile

Mr. Michael A. Bernstein, CFA, is a Director of Research at Galvin, Gaustad & Stein LLC.
Mr. Bernstein is primarily responsible for investment research and recommendations for portfolios managed by GGS.
He also provides investment research and trading.
Prior to joining GGS in 2015, Mr. Bernstein worked for First Long Island Investors as an Assistant Vice President – Wealth Management.
While at First Long Island Investors, he was a member of the firm’s Investment Committee and served on multiple sub-committees responsible for the management of long-only and hedged equity strategies.
Mr. Bernstein graduated magna cum laude from Bentley University in 2010 with a BA in Finance.

Michael Andrew Bernstein active positions

Companies	Position	Start
Galvin, Gaustad & Stein LLC Galvin, Gaustad & Stein LLC Investment ManagersFinance GGS works closely with their clients to construct a portfolio made up of selected stocks, bonds and ETFs aggregated to their specific risk level. The firm employs an analytical approach based upon fundamental analysis.	Director of Research - Equity	-

All active positions of Michael Andrew Bernstein

Former positions of Michael Andrew Bernstein

Companies	Position	End
First Long Island Investors LLC First Long Island Investors LLC Investment ManagersFinance FLII is a long-term investor which seeks to preserve and grow their clients' net worth while managing risk. Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities managed internally are invested in what they call a “core” strategy and a “dividend growth” strategy. Assets of some clients are invested in separately managed accounts advised by an outside investment manager.	Analyst-Equity	-

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Private companies	3
First Long Island Investors LLC First Long Island Investors LLC Investment ManagersFinance FLII is a long-term investor which seeks to preserve and grow their clients' net worth while managing risk. Clients' assets are generally invested in separately managed accounts or in partnerships. Separately managed accounts invest in equities or fixed income. Equities managed internally are invested in what they call a “core” strategy and a “dividend growth” strategy. Assets of some clients are invested in separately managed accounts advised by an outside investment manager.	Finance
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Galvin, Gaustad & Stein LLC Galvin, Gaustad & Stein LLC Investment ManagersFinance GGS works closely with their clients to construct a portfolio made up of selected stocks, bonds and ETFs aggregated to their specific risk level. The firm employs an analytical approach based upon fundamental analysis.	Finance