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Brian Bernard, CFA, CPA

Brian Bernard, CFA, CPA, is director of industrials equity research for Morningstar.

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Brian Bernard, CFA, CPA, is a sector director, AM Industrials, for Morningstar*. Before assuming his current role in 2019, he was an equity analyst covering homebuilding, building products, and industrial distribution industries.

Before joining Morningstar in 2016, Bernard was a mergers and acquisitions analyst for FIS. Previously, he was a research analyst for Heartland Advisors. Bernard also has experience as a corporate financial auditor for Fiserv and a staff auditor for Deloitte & Touche.

Bernard holds a bachelor’s degree in accounting and finance, investment, and banking and a master’s degree in business administration with a specialization in applied security analysis from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.

* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc

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