Bernard is Co-Founder and CEO of Capital Preferences, LTD. He was Head of Strategic Programs and eCommerce at legacy JPM Private Client Services, CMO of JP Morgan Asset Management-Institutional, CMO and Institutional CAO of Morgan Stanley Investment Management, and founder of global consultancy Capital Position. Bernard is a trusted and accomplished entrepreneur and global advisor to the industry.

He received his BA from Georgetown University in Economics and Political Theory, where he was a Baker Scholar. Bernard obtained his MBA in Finance and Marketing from Northwestern University’s Kellogg Graduate School of Management and a certificate in Financial Planning from DePaul University.

Bernard loves invention, the markets, building businesses and the pressure of solving big problems. When not driving innovation, he can be found in the unusual post of New Yorker in New Zealand, raising his four boys on the South Island of New Zealand.