With 24 years of experience in the financial services industry, Bernadette brings extensive knowledge to her role. Genuine and dedicated, she handles back-office support and operations while providing timely and seamless support to clients and advisors. Her ability to handle any client request, question or concern with confidence is an asset to the team.
She has been with Birch Run Financial since its beginning in 2012. Before that, she served as chief compliance and operations officer for a wealth advisory firm in Conshohocken, Pennsylvania. She began her finance career in 1997 at Morgan Stanley, where she held client service and administrative positions. Her professional background also includes experience in retail management and education. She earned a B.A. in history from LaSalle College in Philadelphia.
She lives near where she was born and raised in Drexel Hill, Pennsylvania. In her free time, she enjoys visiting the beach and spending time with her family, including her son, Kenneth.