Unlike his two colleagues, Chris Bernard began his professional career in the world of finance. He started at Lehman Brothers, working with institutions and high net worth clients, before joining John and Scott at UBS, where he served as a Financial Advisor. Since co-founding BCS Wealth Management, Chris has focused primarily on portfolio management and financial planning services. Chris received a B.S. in Business Administration, concentrated in Finance Marketing with a minor in Leadership Studies, from the University of Richmond. Today, Chris holds the Chartered Financial Analyst (CFA) designation, earned through a globally-recognized, self-study, graduate-level program for investment p
Chris Bernard
Partner
BCS Private Wealth Management
United States, New Jersey, Rumson
About Me
Profile Information
Partner
BCS Private Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Rumson
New Jersey
United States
Aug 12, 2025
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