George Bernard, Jr.
President and CEO
Mr. Bernard has over 30 years of experience as a senior executive in the financial services industry. Prior to his role at HVAM, Mr. Bernard was Executive Vice President and Director of Eastern Point Advisers and prior to that, he was Vice President and Manager of Institutional Investment Advisory at Allmerica Financial. While there, he was responsible for Portfolio Complete, a web-driven, fee-based advisory program that included the DirectedAdvisorySolutions annuity. He was also Senior VP and Director of Managed Investment Products at PNC Bank Corp.
Mr. Bernard has also held senior management positions at Moors & Cabot, Inc., Gilford Securities, Gruntal & Co., Inc., Tucker Anthony & R.L. Day, Inc., and Moseley Hallgarten, Estabrook & Weeden. In such capacities, Mr. Bernard oversaw the creation and marketing of fee-based advisory programs, developed proprietary mutual fund families, managed principal trading desk, and other top-level responsibilities.
Mr. Bernard obtained his BA in Economics from Georgetown University. He has attained a Retirement Management Analyst designation.