OUR FIRM

We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research driven macro style of investing.

RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction.

RBA AT A GLANCE

2009
Year Founded
$16.1 B
AUM/AUA (as of 12/31/24)
31
Employees
8
Investment Committee Members
FIRM HISTORY

RBA was founded by Richard Bernstein in 2009 and is headquartered in New York City.

Our top-down macro, research-driven approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. That research starts with Richard Bernstein, our CEO, who is widely recognized as an expert in style investing and asset allocation. He has over 40 years' experience on Wall Street, including most recently as the Chief Investment Strategist at Merrill Lynch & Co.

We provide our clients with tailored asset allocation solutions that are embedded with our intellectual capital. Our products are available at most major financial wirehouses, select RIA platforms & TAMPS and for institutional investors.

OUR PEOPLE

Our greatest resource is the expertise and experience our employees bring to RBA.

Our team brings decades of combined experience in the investment industry. As a firm, we value individuality, creativity and contributions from everyone regardless of experience level.

CAREERS

Come work with us!

At Richard Bernstein Advisors (RBA), we believe that our greatest asset is our people. As a part of our team, you’ll have the opportunity to work alongside industry experts in a collaborative and dynamic environment. We value creativity, individuality, and a passion for excellence. If you’re looking to grow your career and make a meaningful impact in the world of investment management, RBA could be the perfect fit for you. Explore our current opportunities and become a part of a firm where your contributions truly matter.

Internal Sales Support Specialist

CULTURE & COMMUNITY

Best Places to Work

Richard Bernstein Advisors (RBA) is honored to be recognized in the 2024 Best Places to Work in Money Management awards announced by Pensions & Investments, for the fourth consecutive year. This recognition underscores the collective feedback of our employees, celebrating the strength of our leadership, the positive culture we've built, and the exceptional work environment we provide. Best Places to Work in Money Management is a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback.

On December 9, 2024, the Firm was named as one of the "Best Places to Work in Money Management” for 2024 by Pensions & Investments, an independent publisher that delivers news, research and analysis regarding the institutional investment market. Pensions & Investments worked with an independent research firm, Workforce Research Group, to determine the list of top employers. Workforce Research Group conducted a two-step process to develop the list, designed to collect information about each employer and measure employee engagement. To participate, an organization needed at least 20 employees in the U.S., and at least $100 million of discretionary, institutional assets under management or advisement. Each employer also had to be in business for at least one year. Firms are ranked against others of similar size. The awards are not indicative of future performance, and there is no guarantee of future success. For additional information, visit https://www.pionline.com/best-places-work-money-management/how-2024-best-places-work-money-management-survey-was-conducted. To participate, all organizations must pay a non-refundable $199 registration fee. For more information on pricing, visit https://www.pibestplacestowork.com/pricing-options.

CULTURE & COMMUNITY

Richard Bernstein Advisors & Spelman College Scholarship

"Through this innovative combination of scholarship and internship, we hope to immediately play a leading and significant role enhancing diversity in the asset management industry," said Richard Bernstein, CEO & CIO of RBA.