Leo M. Bernstein
Directeur Général chez Lineslip Solutions, Inc.
Profil
Leo M.
Bernstein is the founder of Lineslip Solutions, Inc. (founded in 2016) where he is currently the Chief Executive Officer.
He held the position of Director at Credit Suisse Asset Management LLC from 1999 to 2005.
He was a Vice President & Analyst at Warburg Pincus Asset Management, Inc. He was a Research Associate at Morgan Stanley Investment Management, Inc. from 1995 to 1998.
He was a Senior Analyst at Perella Weinberg Partners Capital Management LP in 2011 and at Perella Weinberg Partners LP from 2007 to 2010.
He was a Partner at Stratigraphic Asset Management, Inc. in 2011.
Mr. Bernstein received his undergraduate degree from Amherst College and his MBA from The University of Chicago.
Postes actifs de Leo M. Bernstein
| Sociétés | Poste | Début |
|---|---|---|
Lineslip Solutions, Inc.
 Lineslip Solutions, Inc. Packaged SoftwareTechnology Services Lineslip Solutions, Inc. is an American SaaS company that specializes in risk and insurance management. Lineslip Solutions is based in and actively working with some of the leading brokerage firms in the country. The company's innovative Commercial Insurance Risk Intelligence (CIRI) software converts program documents to data-rich dashboards, providing risk executives with instant access to the information they need to stay empowered and effective. The company was founded in 2016 by entrepreneurs with over 40 years of commercial insurance experience as brokers, producers, underwriters, and executives, including Leo M. Bernstein and Rob Keyvani. Leo M. Bernstein has been the CEO since incorporation. | Directeur Général | 01/01/2016 |
Anciens postes connus de Leo M. Bernstein
| Sociétés | Poste | Fin |
|---|---|---|
Perella Weinberg Partners Capital Management LP
 Perella Weinberg Partners Capital Management LP Investment ManagersFinance Perella Weinberg Partners Capital Management LP (PWPCM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Joseph Perella, Peter Weinberg and Tarek Abdel-Meguid. They are a subsidiary of Perella Weinberg Partners Capital Group LP, which is owned by Perella Weinberg Partners (NASDAQ: PWP). PWPCM provides discretionary investment advisory and other services, directly and indirectly, to private investment funds and co-investment vehicles. | Analyst-Equity | 01/01/2012 |
Stratigraphic Asset Management, Inc.
 Stratigraphic Asset Management, Inc. Investment ManagersFinance Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities. | Corporate Officer/Principal | 31/07/2011 |
Perella Weinberg Partners LP
 Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Corporate Officer/Principal | 31/03/2010 |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Analyst-Equity | 31/12/2005 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Analyst-Equity | 31/12/1998 |
Formation de Leo M. Bernstein
| Amherst College | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
| Warburg Pincus Asset Management, Inc. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Perella Weinberg Partners Capital Management LP
Perella Weinberg Partners Capital Management LP Investment ManagersFinance Perella Weinberg Partners Capital Management LP (PWPCM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2007 by Joseph Perella, Peter Weinberg and Tarek Abdel-Meguid. They are a subsidiary of Perella Weinberg Partners Capital Group LP, which is owned by Perella Weinberg Partners (NASDAQ: PWP). PWPCM provides discretionary investment advisory and other services, directly and indirectly, to private investment funds and co-investment vehicles. | Finance |
Perella Weinberg Partners LP
Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Finance |
Stratigraphic Asset Management, Inc.
Stratigraphic Asset Management, Inc. Investment ManagersFinance Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities. | Finance |
Lineslip Solutions, Inc.
Lineslip Solutions, Inc. Packaged SoftwareTechnology Services Lineslip Solutions, Inc. is an American SaaS company that specializes in risk and insurance management. Lineslip Solutions is based in and actively working with some of the leading brokerage firms in the country. The company's innovative Commercial Insurance Risk Intelligence (CIRI) software converts program documents to data-rich dashboards, providing risk executives with instant access to the information they need to stay empowered and effective. The company was founded in 2016 by entrepreneurs with over 40 years of commercial insurance experience as brokers, producers, underwriters, and executives, including Leo M. Bernstein and Rob Keyvani. Leo M. Bernstein has been the CEO since incorporation. | Technology Services |