I am an experienced, well-rounded investment professional with a background in portfolio construction and asset allocation, across various product types including ETFs and mutual funds, as well as individual equities. My investment expertise is paired with a natural ability to deliver engaging content through presentations and written thought leadership. My passion is cultivating compelling conversations with my peers, clients, and external partners to produce ideas that will drive actionable results. I thrive when surrounded by thoughtful and driven colleagues, and I enjoy seeking out opportunities that align with my aspirations of making a positive impact.

Stephen Berard
Assistant Vice President, Investments
Foundation For The Carolinas
United States, North Carolina, Charlotte
About Me
Profile Information
Assistant Vice President, Investments
Foundation For The Carolinas
Investment Team
Investor
Foundation
Charlotte
North Carolina
United States
Aug 15, 2024
Keylinks
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