Christopher Bernard is a CFP®, CFA®, and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at firms including Lehman Brothers, UBS Financial Services, and Western International Securities before joining BCS Private Wealth Management in 2015. Bernard also operates Bernard Caroli Wealth Management, Inc., a firm he has been associated with since 2009. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles, providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets across 213 client accounts, utilizing multiple analytical methods and offering tailored portfolios with ongoing monitoring and coordination alongside clients’ other professionals.

David Schiff is a financial advisor at BCS Private Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at BCS since 2015, also maintaining roles at Bernard Caroli Wealth Management, Inc. and Western International Securities since 2009. Outside of his advisory duties, Schiff serves on several boards, including the Wildlife Conservation Society and the Trinity College Arts Advisory Board, and holds positions managing family-owned entities and a role as a notary public. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles, offering discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets, employing a variety of analytical methods and providing tailored portfolios with ongoing coordination alongside clients’ other professionals.

John Caroli is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at BCS Private Wealth Management since 2015 and previously with Western International Securities from 2009 to 2015, while also maintaining a role at Bernard Caroli Wealth Management, Inc. since 2009. BCS Private Wealth Management serves high-net-worth individuals, corporations, and other business entities by providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets and employs multiple analytical methods to create tailored portfolios incorporating equities, fixed income, ETFs, and mutual funds.

James O’Mealia is a financial advisor at BCS Private Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has previously worked at Seelaus Asset Management LLC and Sunnymeath Asset Management, Inc. Outside of his advisory role, he is the sole proprietor of Sunnymeath Farms, LLC, which involves racehorse ownership through partnerships. BCS Private Wealth Management serves individuals, corporations, and pooled investment vehicles, providing discretionary investment management, financial planning, and divorce mediation services. The firm manages approximately $470 million in assets across 213 client accounts, utilizing multiple analytical methods and offering tailored portfolios with ongoing client coordination.