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 39 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 (~$1 billion); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, a Program Reviewer for the CFA Curriculum, and former 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.

  • John Byrnes

    Internal Sales Specialist

    John Byrnes is the Internal Sales Specialist for Richard Bernstein Advisors LLC. John is responsible for supporting the external sales staff in the Northeast and Southcentral Regions of the United States.

    Before joining RBA, John worked as an Internal Wholesaler at Security Benefit covering New York, New Jersey, Connecticut, and Florida in multiple retirement market segments.

    John holds a BA in Economics with a concentration in Business from Gettysburg College.

  • Michael Contopoulos

    Director of Fixed Income

    Michael Contopoulos is the Director of Fixed Income at Richard Bernstein Advisors LLC. Mr. Contopoulos heads all research and strategy for the Fixed Income portion of RBA’s portfolios and is a senior member of the Investment Committee.

    Michael started his career at Tudor Investment Corporation in 2000 before joining the research department at Credit Suisse First Boston in 2002. In 2004 he left to build Bank of America’s quantitative credit strategy team and in 2011 he became the firm’s head of Convertible Strategy and created the Relative Value and Credit Derivatives Strategy teams. In 2012 Mr. Contopoulos became Bank of America Merrill Lynch’s Head of High Yield and Leveraged Loan Strategy where he was ranked the #2 Credit Strategist in Institutional Investor Magazine across multiple categories. Prior to joining RBA, Mr. Contopoulos was Anchorage Capital’s Chief Investment Strategist.

    He is a frequent guest on CNBC and Bloomberg television and often quoted in Barron’s, the Wall Street Journal and other publications for his keen insights and unique market color.

    He graduated from Columbia University with a B.A., majoring in Economics and Political Science. He also received an MBA from the NYU Stern School of Business, Langone Program.

  • Joe Crimaldi

    Internal Sales Specialist

    Joe Crimaldi is the Internal Sales Specialist for Richard Bernstein Advisors LLC. Joe is responsible for supporting the external sales staff in the West, Mid-Atlantic, and Central regions.

    Before joining RBA, Joe worked as an Internal Wholesaler at OppenheimerFunds in New York, NY, consulting advisors in Connecticut and Massachusetts.  Prior to that Joe worked as a Financial Advisor at Merrill Lynch in Hopewell, NJ.

    Joe holds a BA in Economics from Rutgers University-New Brunswick.

  • Peter Cutone

    Portfolio Specialist

    Pete Cutone is a Portfolio Specialist for Richard Bernstein Advisors LLC. Pete covers the Pacific Northwest, Mountain States, and Arizona.

    Prior to joining RBA, Pete was an External Investment Consultant with Allianz Global Investors responsible for the distribution of their Mutual Fund lineup covering the four corners territory. Prior to joining Allianz Global Investors, he was a Regional Marketing Director for Putnam Investments covering Colorado and Utah. Pete has over 14 years of industry experience.

    Pete has a B.S. from the University of Massachusetts and is based in Highlands Ranch, CO.

  • Vincenzo Fratto

    Internal Sales Specialist

    Vincenzo Fratto is the Internal Sales Specialist for Richard Bernstein Advisors LLC. Vincenzo is responsible for supporting the external sales staff in the West and Northwest/Mountain Regions on the United States.

    Before joining RBA, Vincenzo worked as an Internal Wholesaler at Catalyst Funds in New York, NY, consulting advisors in Florida, Louisiana, Mississippi, Arkansas, Tennessee and West Virginia.

    Vincenzo holds a BA in Economics from SUNY Albany.

  • Caitlyn Grande

    Director of National Accounts

    Caitlyn Grande is the Director of National Accounts at Richard Bernstein Advisors. In this role, she is responsible for managing and growing strategic partnerships with broker-dealer and RIA relationships, growing assets, and gaining key product placement. Caitlyn works in close partnership with RBA’s Investment Committee to communicate their investment process and philosophy to clients.

    Caitlyn joined the firm in 2021 from BNY Mellon Investment Management where she was a Relationship Manager on the National Accounts team. Prior to this role, Caitlyn was one of BNY Mellon’s Senior Investment Consultants & Regional Team Leads. She started her career with Merrill Lynch’s Private Banking and Investment Group supporting Ultra High Net Worth clients.

    Caitlyn earned a Financial Planning, Bachelor of Business degree at Alfred State College and holds the Series 7 and 66 FINRA licenses. 

  • Sean Gillooley

    Portfolio Specialist

    Sean Gillooley, CIMA®, AIF®, is a portfolio specialist for Richard Bernstein Advisors LLC. Sean covers Metro New York City and Long Island.

    Sean was most recently, Senior Director – Wealth Management for Principal Global Investors and has held positions with Cohen & Steers and BlackRock. Sean has his Certified Investment Management Analyst® designation from the Wharton School and holds the AIF® Certification.

    Sean is a native of New York City having attended Xavier High School and holds a B.S. from Fordham University.

  • 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, an M.B.A. from the University of Southern California 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, portfolio implementation and is a senior member of the RBA Investment Committee. 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

    Strategic Accounts Specialist

    Katherine Gross serves as the Strategic Accounts Specialist for Richard Bernstein Advisors. Her primary responsibilities include building and maintaining relationships with broker-dealer, RIA, and TAMP business partners to understand the goals of their investment programs, engage and support their advisors. Katherine handles all dual contract relationships with advisors and trading partners.

    Katherine holds a BA in Economics from Hamilton College.

  • Nicholas Holtzman

    Data Analyst

    Nicholas Holtzman is a Data Analyst for Richard Bernstein Advisors LLC. Mr. Holtzman is responsible for supporting the firm’s internal and external data and performance analyses as well as ensuring that internal and external databases are updated, accurate, and consistent across multiple platforms.

    Nicholas holds a BA in Art History and a BM in Jazz Performance from Oberlin College & Conservatory of Music.

  • Lisa Kirschner

    Director of Research

    Lisa Kirschner is the director of research at Richard Bernstein Advisors LLC. Ms. Kirschner 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. 

  • Justin Laurienzo

    Portfolio Specialist

    Justin Laurienzo is a portfolio specialist for Richard Bernstein Advisors LLC. Justin covers the Mid-Atlantic part of the United States.

    Prior to joining RBA, Justin was Regional Vice President at Advisors Asset Management, responsible for the distribution of SMA’s, Mutual Funds, ETFs, UITs and Structured Products throughout New York. Prior to joining AAM, he was Regional Vice President for Prudential Financial in Houston, TX.

    Justin has a B.S. from Gannon University, and is based in the New Jersey, Greater Philadelphia area.

  • Tammie Marshall

    Internal Sales Specialist

    Tammie Marshall is the Senior Internal Sales Specialist for Richard Bernstein Advisors LLC. Tammie is responsible for supporting the external sales staff in the Southeast and the NYC/LI regions.

    Before joining RBA, Tammie worked as a Senior Internal Consultant for Allianz Global Investors in New York, NY providing mutual fund and SMA advice across the United States. Prior to joining Allianz in 2018, Tammie worked as a hybrid wholesaler with Prudential Financial in Newark, NJ.

    Tammie holds a BA in Business Management from the University of Phoenix.

  • 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.

  • Melissa Nenninger

    Marketing & Media Associate

    Melissa Nenninger is the Marketing & Media Associate for Richard Bernstein Advisors LLC. Melissa is responsible for supporting the marketing, media relations, and communications for RBA.

    Prior to joining RBA, Melissa spent 3 years as a marketing specialist for The Citadel, The Military College of South Carolina.

    Melissa holds a BS in Marketing from Clemson University and a MS in Project Management from The Citadel.

  • Kevin Moran, CPA

    Financial Reporting Analyst

    Kevin Moran is a Financial Reporting Analyst at Richard Bernstein Advisors LLC. Kevin is responsible for supporting with finance, accounting, treasury and reporting functions.

    Before joining RBA, Kevin was a Senior Associate at PricewaterhouseCoopers. While at PwC, Kevin was an auditor within the firm's Financial Services division, where he performed financial statement audits for various private equity funds, registered investment companies, and management companies.

    Kevin holds a BS in Public Accountancy from Fordham University and is a Certified Public Accountant.

  • Vince Scozzari, CFA

    Portfolio Analyst

    Vincent Scozzari is a Portfolio Analyst at Richard Bernstein Advisors LLC. Mr. Scozzari is responsible for assisting with portfolio construction, risk management, and ETF research.

    Before joining RBA, Mr. Scozzari was an Analytics Consultant at FactSet Research Systems. While at FactSet, Vincent consulted with portfolio managers and analysts on tools that assist with portfolio, quantitative, and risk analysis.

    Vincent holds a BSBA in Finance and Management from Elon University and is a Chartered Financial Analyst® charterholder.

  • Michael Quinn

    Portfolio Specialist

    Michael Quinn is a portfolio specialist for Richard Bernstein Advisors LLC. Michael covers the Southcentral part of the United States.

    Before joining RBA, Michael worked as a Financial Advisor at Hennion & Walsh Inc in Parsipany, NJ.  While at Hennion & Walsh Inc, Mr. Quinn was responsible for financial planning and advising client investments.

    Michael holds a BS in Accounting and BA in Marketing from Elon University. He was a part of the Elon University football team where he served as the team captain and quarterback for two years.

  • Matthew Poterba, CFA

    Senior Analyst

    Matthew R. Poterba is a senior 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.

  • Terrance R. Ober

    National Sales Director - Portfolio Specialists Group

    Terrance R. Ober is the National Sales Director with Richard Bernstein Advisors. Mr. Ober leads the national sales effort at RBA and is invovled with key accounts.

    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 32 years of investment experience.

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

  • 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.

    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.

  • Joyce Pang, CFA, CIPM

    Director of Investment and Marketing Analytics

    Joyce Pang joined Richard Bernstein Advisors LLC in 2019 to spearhead the investment and marketing analytics functions.

    Prior to joining RBA, Ms. Pang started her career at TCW in Los Angeles, where she held various roles as Vice President of the Fixed Income Investment Team. During her tenure at TCW, the flagship total return bond fund the team managed grew to be the largest actively-managed fixed income mutual fund in the market at the time. Following TCW, Ms. Pang became a fixed income portfolio specialist for the American Funds at Capital Group, focusing on Emerging Markets Debt and US Core Multi-Strategy. Most recently, Ms. Pang was Vice President at Morgan Stanley Investment Management, covering institutional fixed income products with emphasis in Emerging Markets Debt, Global Fixed Income Opportunities, and Securitized Products.

    Ms. Pang holds a BA in Business Economics from University of California – Santa Barbara and is a Chartered Financial Analyst® charterholder.

  • Amanda Pothin

    Digital Marketing and Media Manager

    Amanda Pothin is the Digital Marketing and Media Manager for Richard Bernstein Advisors LLC. Ms. Pothin is responsible for supporting the marketing, media relations, communications and platform/partner relationship management for RBA.

    Prior to joining RBA, Ms. Pothin spent 6 years as a marketing manager for Bank of America Merrill Lynch supporting the company’s wealth management initiatives.

    Amanda holds a BA in Biology and Environmental Studies from Colgate University.

  • Dan Suzuki, CFA

    Deputy CIO

    Dan Suzuki is the Deputy CIO at Richard Bernstein Advisors LLC. In his role, Dan is a senior member of the RBA Investment Committee and is responsible for portfolio strategy, asset allocation, investment management and marketing to major wirehouses and independent RIAs.

    Prior to joining RBA, Dan worked at Bank of America-Merrill Lynch in Global Research for over 15 years, during a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA’s Director of Research). Most recently, Dan was a senior equity strategist, where in addition to his in-depth analysis on valuation and sectors, he authored regular publications on the S&P 500® EPS Outlook and US Small and Mid-Cap Strategy. Prior to working in strategy, Dan was a fundamental equity research analyst covering the Business Services sector. He is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including The Wall Street Journal, Financial Times and Barron's.

    Dan holds a BS in economics from Duke University, and has been a Chartered Financial Analyst® charterholder since 2006.

  • Barbara Tarbel

    Chief Financial Officer

    Barbara Tarbel is the chief financial officer at Richard Bernstein Advisors LLC.  Mrs. Tarbel oversees all finance, accounting, treasury and human resource functions.

    Prior to joining RBA in 2009, Barbara was the chief financial officer at JDS Capital Management LLC.  While at JDS, Mrs. Tarbel was responsible for the firm's finance and accounting.  Mrs. Tarbel began her career on Wall Street at Cowen & Co., where she worked as a trader in the asset management division.

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

     

  • Henry Timmons, CFA

    Director of ETFs

    Henry Timmons is the director of ETFs 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.

  • Bob Tisler

    Portfolio Specialist

    Bob Tisler is a portfolio specialist for Richard Bernstein Advisors LLC. Bob covers the Northeast - New England & Upstate New York.

    Prior to joining RBA, Bob was at Rock Harbor as a Regional Vice President. Prior to that he was the Director of Northeast Intermediaries for Schroder Investment Management and a Senior Vice President at Cohen & Steers. Bob has over 28 years of investment experience.

    Bob has a B.A. from Ohio Wesleyan University and an M.S. from Illinois State University. He is based in Barrington, Rhode Island.

  • Daniel Walsh, CAIA

    Manager of Institutional Business Development

    Daniel Walsh is the Manager of Institutional Business Development for Richard Bernstein Advisors LLC. Daniel focuses on the institutional business development, consultant relations and relationship management for RBA.

    Prior to joining RBA, Daniel worked at Newton Investment Management for 5 years in several roles including institutional relationship management and consultant relations. Daniel has also worked at FactSet Research Systems as an Investment Management Consultant.

    Daniel holds a BBA in both Finance and Financial Planning from Saint Joseph's University and is a Chartered Alternative Investment Analyst (CAIA).

  • 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.