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
Keylinks
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation