CoverProfile

Stephen Berard

Assistant Vice President, Investments

Foundation For The Carolinas

United States, North Carolina, Charlotte

About Me

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.

Profile Information

Assistant Vice President, Investments

Foundation For The Carolinas

Investment Team

Investor

Foundation

Charlotte

North Carolina

United States

Aug 15, 2024

More profiles to browse

Profile Photo
Laura Smith
Senior Executive | Entrepreneur | Project Manager
Profile Photo
Matthew Dukes
AVP Finance & Investments
Profile Photo
Morgan Munn
AVP, Accounting
Profile Photo
Natalie Wolf (Horton)
Director of Investments

You Might Like

Profile Photo
Tim Lynch
Managing Member
Stonepine Capital Management (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners