Unlike his two colleagues, Chris Bernard began his professional career in the world of finance. He started at Lehman Brothers, working with institutions and family office clients, before joining John and Scott at UBS. Chris rounds out the team that co-founded BCS Private Wealth Management.

With over 20 years of experience working with family office clients, Chris has encountered and resolved countless challenges for families. His extensive hands on experience enables him to quickly identify effective solutions and implement them in a thorough and efficient manner.

Chris received a B.S. in Business Administration, and 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. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Both designations require ongoing education, ensuring Chris stays on top of the ever-changing industry.

Chris lives in Atlantic Highlands, NJ, with his wife and two children. In his leisure time he enjoys playing ice hockey and golf. He serves on the board of the Visiting Nurse Association Health Group (VNA), where he sits on the Finance and Investment and Pension Committees.

In 10 years at UBS, John Caroli served as First Vice President and Senior Portfolio Manager. It was there that he began working with Chris and Scott, eventually co-founding BCS Private Wealth Management. After completing graduate work at MIT, John began his professional career as a staff engineer at the university. He then worked as an environmental engineer. After some time, he realized that engineering was not his calling. Wanting to work more directly with people, he transitioned to a career in finance in the 1990s. His first role in finance was as a municipal bond trader with Robert R. Meredith & Co. He ultimately moved into wealth management at Paine Webber, working with high-net-worth individuals.

John’s background in engineering, combined with his desire to work with people, provides a unique set of skills that helps him tackle the challenges family office clients face. His analytical mindset, attention to detail, and strong interpersonal skills enable him to develop customized strategies and solutions tailored to the complex needs of wealthy families.

John received a B.A. in Environmental Engineering from the University of Rhode Island and an M.S. in Civil Engineering from Tufts University. He also holds the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, John is actively involved in community affairs and contributes to several nonprofit organizations. He has served on the board of the Monmouth Conservation foundation as well as the Twin Lights Foundation and enjoys running, ice hockey, and tennis.

Craig came to BCS Wealth Management after 24 years at Cantor Fitzgerald, LP. He was the Senior Managing Director and Partner in charge of Cantor Fitzgerald, NJ. Craig ran the NJ office for 15 years overseeing Equity Trading, Research, Sales, Program Trading, Options and Derivatives trading.

For the clients of BCS Wealth Management, Craig focuses on financial planning services, portfolio management and alternative investments.

Craig attended The University of Warwick in Coventry, England in 1987. He received a BS in Business Administration with a Major in Finance and a Minor in Psychology from the University of Dayton in 1989. While at Cantor Fitzgerald, Craig was the Registered Principal and held FINRA Series 7, 24, 55 and 63 Licenses. Now, he is an SEC Registered Investment Advisor Representative, a CERTIFIED FINANCIAL PLANNER™ professional and has earned the CERTIFIED DIVORCE FINANCIAL ANALYST^® certification.

Craig lives in Rumson, New Jersey where he raised four wonderful sons. He is retired from coaching hockey but still plays in his free time. Craig is an active philanthropist and sits on the Board of Directors at the Count Basie Center for the Arts in Red Bank. Also, he is President of the 9/11 Education Alliance of Monmouth and Ocean County.

Prior to co-founding BCS Private Wealth Management, Scott served as Vice President and Financial Advisor at UBS, focusing on Trust & Estate strategies. He has extensive experience in mergers and acquisitions, overseeing numerous transactions involving privately held companies at GL Ohrstrom. In addition, Scott has a background in the recording industry in Los Angeles and New York, where he earned accolades at Atlantic Records in New York for identifying chart-topping groups. He later founded his own recording and distribution company.

With nearly three decades of experience in both public and private market investments, Scott brings a diverse business background that helps him understand and navigate today’s global financial landscape and the complexities of high-net-worth families and individuals. Scott’s knowledge of trust and estate planning and alternative investments makes him a valuable member of the BCS team.

He received his B.A. in Art History from Trinity College and earned an M.B.A. in Management from NYU’s Stern School of Business. Outside of finance, Scott is dedicated to philanthropy, serving on the boards and investment committees of the Wildlife Conservation Society and the Cultural Institutions Retirement System. He enjoys spending time with his two children, collecting art, reading, listening to music, and traveling.

James P. O’Mealia manages equity and fixed income portfolios for taxable and tax-exempt individuals, institutions, and endowments. He previously served as Managing Director and Head of Equity Portfolio Management at Seelaus Asset Management Inc. and earlier founded Sunnymeath Asset Management Inc.

Earlier in his career, he was a Managing Director at Fox Asset Management, where he became Vice Chief Investment Officer in 2002 and managed institutional equity, balanced, and fixed income portfolios while serving on the firm’s Investment and Management Committees. He later served as Chief Operating Officer at McGlinn Capital Management, overseeing equity and high-yield investments and directing research.

Mr. O’Mealia also worked at New York Life Insurance Company, where he was responsible for public equity, high-yield investments, equity mutual funds, and fixed income insurance company assets. He began his career in 1980 as an analyst at Argus Research, covering a variety of industries.

He has served on the Executive Committee of the National Association of Petroleum Investment Analysts Board, was previously a member the New York Society of Securities Analysts, as well as the Financial Planning Association of New Jersey. Active in his community, Jim serves as a member of the Board of Governors of Navesink Country Club and was the Assistant Treasurer of the Rumson Country Day School. He has also served as a member of the Hill School’s Board of Trustees, the Count Basie Theatre Foundation, and the Monmouth Conservation Foundation. Mr. O’Mealia holds a BA degree with majors in English and Economics from St. Lawrence University.