Richard Bernstein Advisors names Dan Suzuki, CFA Portfolio Strategist

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Jun 18, 2018, 08:30 ET

NEW YORK, June 18, 2018 /PRNewswire/ -- Richard Bernstein Advisors (RBA), one of the fastest growing "ETF Strategist" investment firms with a focus on "top-down" macro asset and equity allocation announced today that Dan Suzuki, CFA has joined the firm as Portfolio Strategist and member of the Investment Committee. Dan formerly spent over 15 years at Merrill Lynch in Global Research, a portion of which he worked closely with Rich Bernstein and Lisa Kirschner (RBA's Director of Research).

"Dan is an ideal addition to RBA's investment team given his background as an Equity Strategist and his belief in the importance of generating alpha by getting the major asset allocation decisions right versus stock selection. That is the hallmark of what we do at RBA and we believe Dan will become a vital contributor to the firm's suite of global, go-anywhere portfolios," said founder and Chief Investment Officer Richard Bernstein. Dan will jointly report to Richard and to John McCombe, President.

Dan served as the Senior Equity Strategist at Bank of America Merrill Lynch Global Research and worked at the firm for over 15 years. In addition to heading the US Small and Mid-Cap Strategy research product, he authored the S&P 500^® EPS Outlook and other regularly published firm-wide commentary. Dan is a frequent guest on CNBC, Bloomberg TV and is often quoted in leading financial publications including: The Wall Street Journal, Financial Times and Barron's.

"I'm very excited to join RBA and to work once again with Rich and Lisa Kirschner as well as the rest of the Investment team," Suzuki said. RBA offers a unique approach to investing that focuses on fundamentals via an arsenal of inhouse indicators that were honed during Rich's time at Merrill Lynch and have been enhanced since. "I've also done a tremendous amount of work on the relationship between macro factors and asset returns. I hope to bring a unique perspective to what is already a very talented investment team," said Suzuki.

John McCombe added, "given Dan's long tenure working with and interacting with Financial Advisors, he will also help in articulating the RBA story to our existing and potential clients across our product line - mutual funds, ETF SMA portfolio's and institutional separate accounts."

About Richard Bernstein Advisors

Richard Bernstein Advisors LLC ("RBA" or the "Firm") is an investment adviser focusing on long-only, global equity and asset allocation investment strategies. The Firm manages over $8.2 billion (as of May 31^st, 2018) and is unique in its "top-down" research approach versus the traditional "bottoms up" style of most asset management firms. RBA utilizes proprietary macro indicators to assess market dynamics and then forms portfolios with the assistance of quantitative tools. Portfolios focus on allocating assets across various countries, sectors, size, and style to generate alpha, while minimizing the security selection risk of a more concentrated portfolio. For more information go to RBA's website at www.rbadvisors.com.

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CONTACT:
Jordan Rosen
(212) 692-4028
[email protected]

SOURCE Richard Bernstein Advisors