What departments does Bernardi Securities, Inc. have?

Bernardi Securities, Inc. has employees across 4 departments including Operations, Legal, Accounting, Finance.

What is the largest department at Bernardi Securities, Inc.?

The largest department at Bernardi Securities, Inc. is Operations with 1 employees.

Where are Bernardi Securities, Inc. employees located globally?

Bernardi Securities, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Bernardi Securities, Inc.'s team size changed over time?

Bernardi Securities, Inc.'s team has grown from approximately 20 to 23 employees based on available data.

Bernardi Securities, Inc. Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Bernardi Securities, Inc. operates in the financial services space with a focus on municipal bonds, offering active portfolio management and public finance services to clients in the Midwest. Its investment specialists follow a structured process for actively managing municipal bond portfolios in a complex market, aiming to deliver performance for clients. The firm also supports issuer clients—municipal administrators, school superintendents, and elected officials—in raising capital and navigating the debt issuance process.

Independent municipal credit research underpins its portfolio management and public finance work, and the firm publishes research on municipal market topics to inform clients. Based in Chicago, Illinois, Bernardi Securities operates as a smaller, regionally focused practice and is a member of FINRA and SIPC.

Bernardi Securities, Inc. Global Highlights

North America
46

United States Of America
46

Bernardi Securities, Inc.'s Leadership

E. B.
Chief Operating And Compliance Officer
Mobile Phone
Email
R. B.
Chief Compliance Officer
Mobile Phone
Email
R. B.
Principal, Senior Vice President
Mobile Phone
Email
T. K.
Vice President
Mobile Phone
Email
D. Z.
Business Manager
Mobile Phone
Email
R. K.
Manager Accounts
Mobile Phone
Email
L. B.
Matthew P. Bernardi Investment Specialist
Mobile Phone
Email

Bernardi Securities, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Entrepreneurship
Accounting
Administrative
Other

Contact profiles from Bernardi Securities, Inc.

Name

Title

Contact

Location

Last Update

E. B.
Chief Operating And Compliance Officer
Mobile Phone
Email
Oct 23, 2024
R. B.
Chief Compliance Officer
Mobile Phone
Email
Jun 08, 2026
R. B.
Principal, Senior Vice President
Mobile Phone
Email
May 08, 2026
T. K.
Vice President
Mobile Phone
Email
Oct 16, 2024
D. Z.
Business Manager
Mobile Phone
Email
Aug 16, 2023
R. K.
Manager Accounts
Mobile Phone
Email
Oct 22, 2024
L. B.
Matthew P. Bernardi Investment Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Bernardi Securities, Inc. known for?

Bernardi Securities, Inc. was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-312-726-****

. Explore Bernardi Securities, Inc.'s company overview page for more information.

What is Bernardi Securities, Inc.'s most common email format?

Bernardi Securities, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernardi Securities, Inc. email formats with LeadIQ.

How many employees does Bernardi Securities, Inc. have currently?

Bernardi Securities, Inc. has approximately 33 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bernardi Securities, Inc.'s key employees and leadership?

As of August 2026, Bernardi Securities, Inc.'s key employees include:

Chief Operating And Compliance Officer: E. B.
Chief Compliance Officer: R. B.
Principal, Senior Vice President: R. B.
Vice President: T. K.
Business Manager: D. Z.

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Bernardi Securities, Inc. Employee Directory

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Bernardi Securities, Inc. Global Highlights

North America
46

Bernardi Securities, Inc.'s Leadership

Bernardi Securities, Inc. Employee Metrics

Contact profiles from Bernardi Securities, Inc.

Frequently Asked Questions

What is Bernardi Securities, Inc. known for?

What is Bernardi Securities, Inc.'s most common email format?

How many employees does Bernardi Securities, Inc. have currently?

Who are Bernardi Securities, Inc.'s key employees and leadership?

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Bernardi Securities, Inc. Employee Directory

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Bernardi Securities, Inc. Global Highlights

North America46

Bernardi Securities, Inc.'s Leadership

Bernardi Securities, Inc. Employee Metrics

Contact profiles from Bernardi Securities, Inc.

Frequently Asked Questions

What is Bernardi Securities, Inc. known for?

What is Bernardi Securities, Inc.'s most common email format?

How many employees does Bernardi Securities, Inc. have currently?

Who are Bernardi Securities, Inc.'s key employees and leadership?

Everything for prospecting,in one platform.

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Ready to create more pipeline?

North America
46

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