NEW YORK, Jan. 6, 2020 /PRNewswire/ -- Richard Bernstein Advisors (RBA), one of the largest ETF Strategist investment firms with a focus on top-down macro asset and equity allocation announced today that Dan Suzuki will take on additional responsibilities as Deputy CIO reporting to both Richard Bernstein, RBA's CIO and CEO, and John McCombe, RBA's President.
"Dan has excelled during his tenure here," Richard Bernstein noted. "As our firm enters its second decade, we want our investors to fully recognize RBA's deep investment team beyond just me. We see this as a natural progression for both Dan and the firm from the investment side, as well as, representing RBA with clients or in the media."
John McCombe added, "We have seen strong organic growth the last several years and Dan is well suited to help continue that growth through his investment acumen and strong media and client presence."
Prior to joining RBA in 2018, Dan served as Senior Equity Strategist at Bank of America Merrill Lynch Global Research where he worked for over 15 years. Dan is a frequent guest on CNBC, Bloomberg TV, and Fox Business News, and is often quoted in leading financial publications, including The Wall Street Journal, Financial Times, and Barron's. Dan has a BS in Economics from Duke University and is a CFA charterholder.
"I'm excited to continue my journey at RBA working alongside Rich and the broader team," Suzuki said. "RBA offers a unique approach to investing that focuses on fundamentals via an arsenal of inhouse strategic indicators that are based on Rich's almost 40-year career. Performance is critical, and investors have more choices than ever. I hope to continue to add value along with my colleagues in generating attractive returns with the appropriate amount of risk for our investors."
About Richard Bernstein Advisors
Richard Bernstein Advisors LLC is an investment manager focusing on long-only, global equity and asset allocation investment strategies. RBA runs ETF asset allocation SMA portfolios at leading wirehouses, independent broker/dealers, TAMPS and on select RIA platforms. Additionally, RBA partners with several firms including Eaton Vance Corporation and First Trust Portfolios LP, and currently has $9.2 billion collectively under management and advisement as of November 30th, 2019. RBA acts as sub‐advisor for the Eaton Vance Richard Bernstein Equity Strategy Fund, the Eaton Vance Richard Bernstein All‐Asset Strategy Fund and also offers income and unique theme‐oriented unit trusts through First Trust. RBA is also the index provider for the First Trust RBA American Industrial Renaissance® ETF. RBA's investment insights as well as further information about the firm and products can be found at www.RBAdvisors.com.
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