Financial Consultants and Services
For over four decades, Bernardi has specialized in MUNICIPAL BOND PORTFOLIO MANAGEMENT and public finance. We offer direct access to separate account management with both non-fee and fee-based strategies. And because we are benchmark agnostic, our portfolios are built entirely around you – not the index.
Daniel J. Zenisek joined Bernardi Securities in July of 2006 after graduating from the University of Illinois at Urbana-Champaign with a B.A. in Economics and a specialization in Finance. As an Investment Specialist, Dan currently works with high net worth individuals, banks, investment advisors, and institutions regarding their municipal bond portfolios. Dan currently serves the Chicago Gateway Green charitable organization on their Executive Board and is past president of the Associate Board. He joined the non-profit in 2016 and is dedicated to their mission to beautify of Chicago’s expressways, gateways and neighborhoods through landscape enhancement, litter and graffiti removal, and the installation of public art. Dan holds FINRA Series 7, 63, and 65 licenses.Categories
About Us
Rep/Contact Info
Tell a Friend