ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA

Check In & Cocktails 5:30pm - Brandywine Room
Dinner 6:15pm - duPont & Mason Rooms (upstairs)
Speaker and Program 7:00pm 

• RSVP by 12 noon Wednesday, March 11th (members be sure to select no charge).
• Please indicate any dietery requests in the "Special Request" section of the RSVP form.
• Guest fee $125 and must be paid online via credit card prior to the event. 

About our speaker

Jeffrey E. Bernardo, CFA

President & CEO, Portfolio Manager

Mr. Bernardo has over 30 years of investment experience, and his responsibilities include managing Augustine’s equity and fixed income strategies. His prior experience includes global equities advisor at Trinity Capital; Vice President and senior global equity portfolio manager at J.P. Morgan Asset Management, London; equity research analyst at Donaldson, Lufkin & Jenrette and at Kidder, Peabody & Co; and consultant at McKinsey & Co. Mr. Bernardo graduated with a BS in Economics with honors from the Wharton School, University of Pennsylvania, and an MBA from the Kellogg School of Management, Northwestern University. He is a CFA® charterholder, a Past President of CFA Society Jacksonville, Chairman of the City of Jacksonville Retirement System Board of Trustees, a Director of the World Affairs Council of Jacksonville, a Director of the Sontag Foundation, and an investment committee member of the Jacksonville Symphony Association.