Bernard Wealth Management Expands
ANNOUNCEMENT FROM KEN BERNARD
Bernard-Wealth Management Expands; Adds new leadership and staff!
My colleague, Andy Niedermeier, has become a partner in BWM and assumed the position of Chief Investment Officer.
Andy brings 20 years of financial services experience to this role after leading teams in mutual fund accounting, financial planning and analysis, and business strategy at Citigroup and Charles Schwab. He enjoys working closely with clients and building long-term relationships while helping make investment decisions that are designed to meet their goals.
As Chief Investment Officer, Andy leads activities relating to investment decisions and the investment process. This includes the research, due diligence, analysis, strategic and tactical decision making, and monitoring of those investment decisions.
When not working, Andy enjoys spending time with his wife and two kids on the slopes, soccer fields, and swimming pools in Colorado. He is also a dog dad to a border collie/doodle mix. He holds a Bachelor of Science in Finance from The Ohio State University and a Master’s in Business Administration from Otterbein University.
About Bernard Wealth Management
Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. We pride ourselves on our attention to our clients’ financial issues. Through our ongoing investment research and portfolio management, we strive to help our clients meet their long-term goals.