Two Alternative Investment Directors Depart Morgan Stanley to Launch All Source Investment Management
Retrieved on:
Thursday, January 14, 2021
"All Source reflects our ability to expand client opportunities into alternative investments and tax-advantaged strategies that historically benefitted only the mega-wealthy," said Bernier.
Key Points:
- "All Source reflects our ability to expand client opportunities into alternative investments and tax-advantaged strategies that historically benefitted only the mega-wealthy," said Bernier.
- Bernier's former service as a naval intelligence officer qualifies All Source as a veteran-owned small business.
- Kennedy, as well as Bernier, were among the first Morgan Stanley advisors named 'Alternative Investment Director,' a designation held by a small percentage of portfolio managers.
- He also earned the CIMA (Certified Investment Management Analyst) certification, administered by the Investments and Wealth Institute and taught in conjunction with The Yale School of Management.