with experience serving high net worth clients with alternative investments.
Financial Advisor and Portfolio Manager January 2012Morgan Stanley Wealth Management
Experienced financial advisor to ultra-high net worth clients at national wealth management firm.
Former trusted executive officer for senior officials in government and military.
Focus on ultra-high net worth clients with liquid assets between $1MM and $20MM Strong nationwide network of professional contacts developed over a 20-year career Pursuing CIMA® certification in Yale School of Management program Former candidate for U.S.
Congress in competitive district, successful fundraiser Afghanistan veteran and former U.S.
Navy intelligence officer Senior Legislative Assistant to U.S.
Congressman Rob Simmons (R-CT), Chairman of the House Intelligence, Information Sharing and Terrorism Risk Assessment Subcommittee and Member of the House Armed Services Committee Policy Staff member for U.S.
House Armed Services Committee Chairman Duncan Hunter (R-CA), with responsibility for defense economic issues Official in Administration of Connecticut Governor M.
Jodi Rell work experience.
MILITARY SERVICE January 2007 to September 2007U.S. Navy officer deployed
joint intelligence operations center-afghanistan | u.s.
navy officer (ltjg Afghanistan and manager of daily strategic intelligence report to ISAF Commander, U.S.
Ambassador, and other theater- and national-level decision makers.
Joint Staff J2 wrote that report is the "single most important daily document I read on Afghanistan." Briefed senior officers and officials on critical intelligence issues daily.
Awarded Joint Services Commendation Medal for Afghanistan activities.
defense intelligence agency | u.s.
navy officer (LT).
aug 2004 - march 2010, washington, dc.
Navy Reserve officer assigned to Directorate for Analysis, U.S.
Pacific Command at DIA.
Produced finished intelligence products and analysis on Asia Pacific security for Department of Defense leaders.
Served as Acting Division Officer.
Member of Intelligence Cell in Exercise TERMINAL FURY 08 wargame; unit commendation from Defense Intelligence Operations Coordination Center for TF exercise.
financial advisor & portfolio manager research specialist Morgan Stanley WEALTH MANAGEMENT
nov 2012 - present, hartford, ct Serve as fiduciary for private clients, with approximately $70 million under management.
Produce and execute complex financial plans and portfolios for high net worth clients.
Design and execute investment strategies for excess reserves and high income.
Awarded Pacesetter's Club membership for performance in 2014, 2015 and 2016.
Successful mid-career change of occupation as solo practitioner in an industry with a high failure rate.
In first year of production, led all financial advisors (including institutional advisors) of a multi-state complex in net acquired assets.
bernier for congress | candidate for u.s.
congress may 2009 - aug 2012, plainville, ct As first-time candidate, ran competitive primary campaigns against sitting state senators and self-funding candidates.
Raised $1 million from thousands of donors in country's most expensive primary.
Endorsed by national organizations and supported by major national political figures.
office of military affairs, connecticut | executive director oct 2007 - may 2009, hartford, ct Governor's lead executive for all defense economic issues facing Connecticut, the second most defense-dependent state.
Appointed by Governor M.
Jodi Rell (R-CT) to department head (cabinet-level) position.
Unanimously confirmed by state senate.
Architect of first-of-its-kind agreement between the State of Connecticut and the U.S.
Navy to improve the military value of Submarine Base New London with state resources.
Promoted Buy America and other defense economic initiatives.
Representative rob simmons (r-CT) | senior legislative assistant jan 2005 - jan 2007, washington, dc Senior policy aide to Chairman of Intelligence, Information Sharing and Terrorism Risk Assessment Subcommittee and Member of House Armed Services Committee.
Managed defense, foreign relations and intelligence reform agenda.
Drafted open source intelligence reforms in wake of Iraq War and 9/11 intelligence failures.
Drafted Buy America bills and fought DoD plan to outsource Marine One helicopter.
Directed successful effort to save Submarine Base New London from BRAC closure list.
Staffed initiatives on naval shipbuilding plan; designed, managed and launched the bipartisan Submarine Caucus.
Brokered revised U.S.-ROC diesel submarine agreement to sell 8 submarines (valued at $8 to $12 billion) to Taiwan.
House armed services committee | policy staff / research assistant jun 2002 - jan 2005, washington, dc Provided policy support directly to Chairman Duncan Hunter (R-CA) and Staff Director Robert Rangel.
Represented committee positions in conferences with Senate committees.
Conceived, researched, drafted and promoted legislation on international security issues, Buy America, nonproliferation programs, export controls, defense trade and arms transfers.
Managed and led U.S.
congressional delegation trips to Iraq and Cuba.
Drafted Chairman's opinion-editorials, statements, press releases, correspondence with administration officials and committee hearing/briefing memoranda to Members of Congress.
science applications international corporation (SAIC) | DefensE analyst nov 2001 - jun 2002, mclean, va Prepared major Title X wargames, including Air Force Future Capabilities.
Designed and executed war game for U.S.
Intelligence Community on counter-proliferation capabilities.
national defense university | jul 1999 - april 2001, washington, dc Primary researcher for Dr.
Stephen Cambone, Research Director of the Institute for National Strategic Studies, a support element for the Chairman of the Joint Chiefs of Staff.
Education and Training
M.A : International Relations, 2009georgetown University － washingtonInternational Relations university of maryland school of public affairs
m.p.a. International Security & Economic Policy
may 1999, college park, md
B.A : American Studies & Political Science, 1997American Studies & Political Science bronx, ny
navy and marine corps intelligence center
Certificate, Naval Intelligence Officer Basic Course Phase II
august 2006, dam neck, va
Morgan Stanley Pacesetter Club Award in 2014, 2015, 2016 Joint Service Commendation Medal Afghanistan Campaign Medal Eagle Scout Civic activities Mark Twain House & Museum Development Committee Veterans of Foreign Wars Military Officers Association of America and Member of The Army & Navy Club National Eagle Scout Association Bob Dole for President, National Volunteer Coordinator, Washington, DC, 1996 Jack Kemp for Vice President, Advance Team at Republican National Convention, San Diego, 1996 Linda McMahon for U.S. Senate, Regional Manager, Torrington, Connecticut, 2012 Farmington High School Building Committee Candidate for Farmington Town Council
Select awards Morgan Stanley Pacesetter Club Award in 2014, 2015, 2016 Joint Service Commendation Medal Afghanistan Campaign Medal Eagle Scout Civic activities Mark Twain House & Museum Development Committee Veterans of Foreign Wars Military Officers Association of America and Member of The Army & Navy Club National Eagle Scout Association Bob Dole for President, National Volunteer Coordinator, Washington, DC, 1996 Jack Kemp for Vice President, Advance Team at Republican National Convention, San Diego, 1996 Linda McMahon for U.S. Senate, Regional Manager, Torrington, Connecticut, 2012 Farmington High School Building Committee Candidate for Farmington Town Council PERSONAL Husband and father of four children. Oldest of nine siblings. Outdoorsman and former competitive swimmer.
Morgan Stanley Pacesetter Club Award in 2014, 2015, 2016, 2017
Joint Service Commendation Medal
Afghanistan Campaign Medal
Husband and father of four children. Oldest of nine siblings. Outdoorsman and former competitive swimmer.