As a Financial Planner, Bernadette works with the Kreitler Financial Wealth Managers and clients on financial planning and investment management.
Bernadette joined Kreitler Financial in 2015. She previously held positions as Senior Investment Manager at the Government of Singapore Investment Corporation, and Director, Institutional Equity Sales at Citigroup and HSBC in New York. Bernadette holds Series 7 and 66 licenses and is a Chartered Financial Analyst®. She has received a BA from the University of Cambridge (UK).
Bernadette enjoys scuba diving, playing tennis and golf. In addition to spending time with her family, she volunteers at New Haven non-profit institutions.