Robert Bernstein

Robert Bernstein

President / Portfolio Manager

Robert Bernstein who has been managing his personal money and money for family members since 2003. As a result of the 2008 Financial Crisis and his passion for helping others manage risk, Mr. Bernstein changed careers and started to manage money professionally in 2009.  Prior to starting RGB Capital Group, he was a consultant with Deloitte & Touche for over 11 years and then the Chief Information Officer for Newland Communities, a residential real estate land developer.  Mr. Bernstein is responsible for all client relationships and serves as the lead portfolio manager for all RGB Capital Group investment strategies. He holds the following degrees and designations:

  • MBA, Finance and Accounting, University of Rochester, New York
  • BA, Quantitative Economics and Decision Sciences, University of California, San Diego
  • Series 65 License
  • CPA (Retired)
  • President - San Diego Chapter, American Association of Individual Investors (AAII)
  • Secretary – National Association of Active Investment Managers (NAAIM)

When not following the markets, Rob enjoys spending time with his family, scuba diving, travelling and is an avid pickleball player.