Lise S. Bernhard
Gestionnaire de Portefeuille-Actions chez Karner Blue Capital LLC
Profil
Ms. Lise S.
Bernhard is a Vice President, Portfolio Management & Operations at Karner Blue Capital LLC.
Prior to joining the firm in April 2019, Ms. Bernhard served as the Director of Investment Operations and Performance for Calvert Investment Management, Inc. from October 2015 through April 2016, where she was a portfolio manager for seven Index Funds.
Prior to October 2015, Ms. Bernhard served as Manager of Calvert Responsible Indexes and Senior Performance Analyst, also at Calvert Investment Management, Inc.
She received her undergraduate degree from Drew University and an MBA from The GW School of Business.
Postes actifs de Lise S. Bernhard
| Sociétés | Poste | Début |
|---|---|---|
Karner Blue Capital LLC
 Karner Blue Capital LLC Investment ManagersFinance Karner Blue Capital LLC (KBC) is an independent SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Vicki Benjamin and Andrew Niebler. KBC offers advisory services to Individuals, High Net-Worth Individuals, Corporations, Foundations, Non-Profit Organizations, Charitable Organizations, Registered Investment Advisers and Registered Investment Companies. They also provide portfolio management services to a registered investment company (mutual fund), the Karner Blue Animal Welfare Fund. KBC is a signatory of the UN Principles for Responsible Investment (UN PRI) and the UN Finance for Biodiversity Pledge. | Gestionnaire de Portefeuille-Actions | 01/04/2019 |
Anciens postes connus de Lise S. Bernhard
| Sociétés | Poste | Fin |
|---|---|---|
Calvert Investment Management, Inc.
 Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. | Analyst-Equity | - |
Formation de Lise S. Bernhard
| The GW School of Business | Masters Business Admin |
| Drew University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. | Finance |
Karner Blue Capital LLC
Karner Blue Capital LLC Investment ManagersFinance Karner Blue Capital LLC (KBC) is an independent SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Vicki Benjamin and Andrew Niebler. KBC offers advisory services to Individuals, High Net-Worth Individuals, Corporations, Foundations, Non-Profit Organizations, Charitable Organizations, Registered Investment Advisers and Registered Investment Companies. They also provide portfolio management services to a registered investment company (mutual fund), the Karner Blue Animal Welfare Fund. KBC is a signatory of the UN Principles for Responsible Investment (UN PRI) and the UN Finance for Biodiversity Pledge. | Finance |
