![Bernadette Kehl](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
An expert in trust services, portfolio management, and client service, Bernadette heads the trust portfolio management unit at Boston Advisors, supporting the network of financial advisors and their clients at both Advest, Inc. and the MONY Group.
Bernadette is responsible for portfolio management for high net worth individuals and businesses and also leads the Boston Advisors team to provide account oversight for Advest’s Trust Managed Accounts Consulting and Trust AssetMatch programs.
For over 30 years, Bernadette has managed money for high net worth U.S.
and international individual investors and institutions.
Prior to joining Boston Advisors, she was Senior Portfolio Manager and team leader in Wilmington Trust’s High Net Worth Client Unit.
Prior to that, she spent four years managing First Union’s Miami office and over a decade working with institutional clients throughout Connecticut for Shawmut Bank before it was acquired by Fleet.
Bernadette is a graduate of the Wharton School of the University of Pennsylvania and received her M.B.A. from St. Joseph’s University.
Anciens postes connus de Bernadette Kehl
| Sociétés | Poste | Fin |
|---|---|---|
Frontier Trust Co., FSB
 Frontier Trust Co., FSB Regional BanksFinance Advest Trust is a large-cap growth manager. | Directeur en chef des Investissements | 08/06/2006 |
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Gestionnaire de Portefeuille-Actions | 02/06/2005 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Frontier Trust Co., FSB
Frontier Trust Co., FSB Regional BanksFinance Advest Trust is a large-cap growth manager. | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Finance |
