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 professionals.
Chris lives in Highlands, NJ and enjoys playing hockey and golf in his leisure time.