Managing Director, Co-Founder | Native American Investment Group
Bern joined Rockefeller Capital Management in 2021. Prior to joining he spent over 10 years at Morgan Stanley Private Wealth Management. He began his career on Wall Street in 2001 at Lehman Brothers Private Client Services. For over a decade, he has focused on asset allocation solutions and institutional investment management.
Bern earned an MBA in Finance & Portfolio Management from University of Southern California Marshall School of Business, a graduate degree (DSA) in Sports and Entertainment Management from Concordia University, and a BA in Political Science from McGill University. He was a Managing Director at Lifestyle Marketing Group, a division of Cox Communications, Inc. prior to attending graduate schools. At Lifestyle Marketing Group he advised Fortune 500 companies in naming rights valuations, sports sponsorship metrics and athlete endorsements.
He lives in Calabasas, CA with his wife and two children.