OUR PEOPLE

  • Richard Bernstein

    Chief Executive Officer

    Richard Bernstein is the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC. In his role as CIO, Rich leads RBA’s Investment Committee, which manages all of the firm’s investments, and performs executive management functions as CEO.

    Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. Mr. Bernstein has over 35 years' experience on Wall Street, most recently as the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.

    A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual "All-America Research Team" eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor "Hall of Fame". He was also twice named to both Fortune magazine's "All-Star Analysts" and to Smart Money magazine's "Power 30", and was a member of Registered Rep's  "Ten to Watch" for 2012. His book "Style Investing: Unique Insight into Equity Management" is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, "Navigate the Noise: Investing in the New Age of Media and Hype", to charity.

    Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment's Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment's Investment Committee (~$900 million); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, and recently retired from the adjunct faculty of the NYU/Stern Graduate School of Business.

    Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.

  • John J. McCombe

    President and Director of Distribution

    John J. McCombe is president and director of distribution at Richard Bernstein Advisors. Mr. McCombe oversees the firm’s sales, marketing and communications and also helps to set the firm’s overall strategy along with Richard Bernstein. He joined RBA in 2010.

    Before RBA, Mr. McCombe was executive vice president and Director of Retail Sales and Marketing at Cohen & Steers and president of Cohen & Steers Distributors. Over his 13 years there, he was the chief architect of their retail fund and distribution business through the major wire houses and fund supermarkets (RIAs), and was responsible for their marketing, communications and website. Mr. McCombe helped grow Cohen & Steers' assets-under-management from approximately $2 billion when he joined to $35 billion at their peak across open-end funds, closed-end funds and SMAs. He was also instrumental in helping Cohen & Steers go public in 2004.

    Previously, Mr. McCombe spent 14 years at Merrill Lynch in a variety of sales and marketing roles, including, most notably, seven years in "retail syndicate" where he focused on closed-end fund IPOs raising over $70 billion for various asset managers.

    John holds a BS in finance from Fordham University, where he has also taught, and an MBA in accounting from Pace University, and he sits on several not-for-profit boards.

  • Bill Eismann, CIMA

    Portfolio Specialist

    Bill Eismann is a portfolio specialist for Richard Bernstein Advisors LLC. Bill covers the Western part of the United States.

    Prior to joining RBA, he worked as an Advisor Consultant and ETF Specialist with PIMCO in Newport Beach, CA. Bill also spent several years as a mutual fund Product Specialist for Morgan Stanley in New York City.

    Bill has a B.S. in Business Administration from Rider University and is based in the Los Angeles, CA area. He is a Certified Investment Management Analyst®.

     

  • Philip Goldfarb

    Director of Trading

    Philip Goldfarb is the director of trading at Richard Bernstein Advisors LLC. Mr. Goldfarb manages the trading and execution for all of RBA’s strategies.

    Prior to joining RBA, Mr. Goldfarb was an implementation manager at Charles River Development, with a focus on improving institutional equity trading desks’ workflows. From 1997 to 2009, Mr. Goldfarb held various roles at Goldman Sachs Asset Management, most recently as a vice president and trader on the fundamental equity desk. Phil also performed portfolio construction for fundamental equity portfolios, and held operations management roles at Goldman. Prior to that, he worked in the corporate trust department at The Bank of New York.

    Phil holds a BA from the State University of New York at Albany, an MBA in finance from Fordham University, and an MS in real estate finance from New York University.

  • Matthew Griswold, CFA

    Director of Investments

    Matthew Griswold is the director of investments at Richard Bernstein Advisors LLC. Mr. Griswold oversees investment process design and implementation for all investment products. He joined RBA in 2010.

    Before joining RBA, Mr. Griswold was a vice president and portfolio manager at State Street Global Advisors, with responsibility for the design, execution and evaluation of both new and existing global investment strategies. His extensive portfolio management experience spans most major asset classes and includes both quantitative and fundamental investment disciplines. For almost 20 years, Matt assumed a wide variety of leadership positions within State Street in areas of portfolio construction, research, performance measurement, risk analysis, mutual fund administration and client service.

    Matt holds a BS in industrial management from Carnegie Mellon University. He is a Chartered Financial Analyst® charterholder and a member of the Boston Security Analysts Society, INC.

  • Katherine Gross

    Internal Sales Specialist

    Katherine Gross is the Internal Sales Specialist for Richard Bernstein Advisors LLC. Ms. Gross is responsible for supporting the external sales staff. 

    Katherine holds a BA in Economics from Hamilton College.

  • Stacy Hendler, CFA

    Portfolio Analyst

    Stacy Hendler is an analyst at Richard Bernstein Advisors LLC. Ms. Hendler is responsible for security research and portfolio construction.

    Before joining RBA, Ms. Hendler worked as a Quantitative Analytics Product Specialist at FactSet Research Systems. While at FactSet, Ms. Hendler sold and consulted on tools that aid in quantitative research, portfolio construction and analysis, and risk management.

    Stacy holds a BBA with a concentration in Finance from the Goizeuta Business School at Emory University.  She is a Chartered Financial Analyst® charterholder.

  • Lisa Kirschner

    Director of Research

    Lisa Kirschner is the director of research at Richard Bernstein Advisors LLC. Ms. Kirchner spearheads the firm’s top-down macroeconomic analysis, proprietary research and is a senior member of the RBA Investment Committee.

    Ms. Kirschner has worked with Richard Bernstein since 1995. She was a member of Mr. Bernstein's top-ranked Quantitative Strategy Team at Merrill Lynch for ten years, with a primary focus on in-depth data analysis, and then continued working in a more senior role on his Investment Strategy Team until April 2009.

    Ms. Kirschner co-authored numerous market studies and analyses with Mr. Bernstein while at Merrill, drawing on her expertise in corporate-earnings analysis and performance attribution to assist in the formulation of the team's investment strategies. Her public speaking roles included presentations for the Merrill Lynch Women's Leadership Conference Series and the Quantitative Work Alliance for Applied Finance, Education and Wisdom. She was Merrill Lynch's representative to Standard & Poor's Index Advisory Panel from 1999-2009.

    Lisa attended both Indiana University and New York University.

  • Timothy Kuhn

    Portfolio Specialist

    Timothy Kuhn is a portfolio specialist for Richard Bernstein Advisors LLC.  Tim Covers the Central part of the United States.

    Prior to joining RBA, he worked in distribution for the Asset Management division of Deutsche Bank.  Tim also spent several years as a Financial Advisor for Merrill Lynch in the St. Louis, MO area.

    Tim has a BS from Drury University and he is based in the Chicago, IL area. He is a Chartered Retirement Planning Counselor®.

  • Michael Meyer

    Chief Compliance Officer

    Michael H. Meyer is the chief compliance officer of Richard Bernstein Advisors LLC.

    Mr. Meyer began his career in 1987 at Goldman, Sachs & Co., where he was recruited for the firm's Operations Training Program. He spent ten years in Goldman's Global Operations Division, focusing on both institutional and high-net-worth client groups. After completing an overseas assignment in Goldman's Tokyo office, he spent his next seven years at the firm as a vice president in the Equities Compliance Department, covering the Institutional Sales & Trading and the Global Securities Services groups.

    Immediately prior to joining RBA, Mr. Meyer was a director in the compliance department of Citigroup's Institutional Client Group for five years. During his tenure there, he had compliance responsibility for the Prime Finance Group, which included the bank's Prime Brokerage, Stock Loan, Synthetic Finance and Middle Office departments. His responsibilities included advising and training the franchise businesses on a day-to-day basis, drafting and implementing policies and procedures, interacting with internal and external counsel, and coordinating and participating in various internal and external regulatory exams.

    Mike holds a BA in economics from the State University of New York at Stony Brook.

  • Terrance R. Ober

    National Director - Portfolio Specialists Group

    Terrance R. Ober is national director - portfolio specialists group with Richard Bernstein Advisors. Mr. Ober covers the Northeastern part of the United States.

    Before RBA, Mr. Ober was a regional vice president for ING U.S. Investment Management.  Prior to joining ING in 2012, he was senior vice president, portfolio specialist with Cohen & Steers Capital Management. Terrance has over 23 years of investment experience.

    Terry has a BS from Babson College in Wellesley, MA. He is based in the Boston, MA area.

  • Matthew Poterba, CFA

    Analyst

    Matthew R. Poterba is an analyst at Richard Bernstein Advisors LLC. Mr. Poterba is responsible for top-down macroeconomic research.

    Before joining RBA, Mr. Poterba was an associate analyst at NERA Economic Consulting where he worked in the securities and finance practice. While at NERA, Matt performed valuations of fixed income and derivative products in litigation matters.

    Matt holds a BA in mathematics and economics from Hamilton College and is a Chartered Financial Analyst® charterholder.

  • John Reagan

    Chief Technology Officer

    John Reagan is the chief technology officer of Richard Bernstein Advisors LLC, responsible for IT systems and administrative processes.

    Prior to joining RBA, Mr. Reagan was a vice president at JPMorgan Chase in their Investor Services division. Over his 14 years with JPMC, John held various positions in technology and product management, mainly working with transformative and emerging technologies.

    Before joining JPMorgan Chase as an IT consultant in 1995, Mr. Reagan worked at Bankers Trust Company as a technology manager in its Retirement Services division.

    John holds a BE in engineering management and an MS in technology management from Stevens Institute of Technology.

  • Jordan Rosen

    Director of Marketing

    Jordan Rosen is the director of marketing for Richard Bernstein Advisors LLC. Mr. Rosen oversees the marketing, media relations, communications and platform/partner relationship management for RBA.

    Prior to joining RBA, Mr. Rosen was a premier marketing associate with UBS Wealth Management Americas.  While at UBS, Mr. Rosen was responsible for supporting the client facing marketing and communication needs for the firm's top financial advisors.

    Jordan holds a BA in political science from Rutgers University.

  • Barbara Tarbel

    Chief Financial Officer

    Barbara Tarbel is the chief financial officer at Richard Bernstein Advisors LLC.

    Mrs. Tarbel began her career on Wall Street in 1995 at SG Cowen & Co., where she worked as an assistant portfolio manager in the asset management department. She left SG Cowen in 1997 to work as an analyst and assistant portfolio manager at JDS Capital Management, where she became the firm's chief financial officer, responsible for most of its day-to-day operations and finances.

    Barbara holds a BS in finance from the University of Connecticut and an MBA in finance from Pace University.

  • Henry Timmons, CFA

    Senior Quantitative Analyst

    Henry Timmons is the senior quantitative analyst at Richard Bernstein Advisors LLC. Mr. Timmons is responsible for asset allocation, portfolio construction, risk management and ETF research.

    Before joining RBA, Mr. Timmons was a portfolio manager and quantitative analyst at Grantham, Mayo, Van Otterloo & Co. LLC. While at GMO, Mr. Timmons evaluated quantitative and fundamental sources of alpha as potential inputs to the investment process, while assisting in constructing and managing portfolios. Prior to GMO, Mr. Timmons was a management consultant at PricewaterhouseCoopers LLP, where he designed forecasting models improving supply-chain management processes for various clients.

    Henry holds a BS in mechanical engineering and an MEng in systems engineering and engineering management from Cornell University, and an MBA in finance from Cornell University's SC Johnson College of Business. He is a Chartered Financial Analyst® charterholder.

  • Joseph Zidle

    Portfolio Strategist

    Joseph Zidle is a portfolio strategist with Richard Bernstein Advisors LLC. Mr. Zidle is responsible for asset allocation and strategy rebalancing for all investment products.

    Before joining RBA, Mr. Zidle was a director with Bank of America Merrill Lynch Global Research and served as the deputy director of the Research Investment Committee (RIC), head of investment strategy for Global Wealth Management, and co-head of tactical asset allocation. Most recently Joe served as the head of global research marketing for Global Wealth Management. Joe has over 20 years' investment experience in various research roles.

    Joe holds degrees in economics and history from Emory University and served as a specialist in military intelligence for the U.S. Army Reserve. In 2010 Joe was named one of the "40 Under Forty" rising stars by Crain's New York Business.

  • Evan Zlotnick

    Portfolio Specialist

    Evan Zlotnick is a portfolio specialist for Richard Bernstein Advisors LLC. Evan covers the South East part of the United States.

    Prior to joining RBA, Evan was Vice President at Nuveen Investments responsible for the distribution of ETFs, UITs and Closed End Funds throughout Florida and Puerto Rico. Prior to joining Nuveen, he was Regional Vice President for Incapital LLC and also spent several years a Financial Advisor for John Hancock Financial Network in Boca Raton, FL.

    Evan has a B.S from Florida State University, and is based in the South Florida area.