Broad Investing Expertise.  Dedicated to Clients.

Augustine’s investment professionals work as a team managing the firm’s equity, fixed income, and balanced strategies. With over 125 years of collective experience investing across all asset classes globally, our investment team is distinguished by the experience and depth applied to the identification of investment opportunities and the management of portfolio risk. Our client administration professionals are proud to provide a high level of personalized service.

 

Investment & Advisory Team

Jeff-Bernardo

Jeffrey E. Bernardo, CFA

President & CEO

Mr. Bernardo has over 25 years of investment experience, and his responsibilities include managing Augustine’s core equity, emerging market equity, and fixed income strategies. His prior experience includes global equities advisor at Trinity Capital; Vice President and senior global equity portfolio manager at J.P. Morgan Asset Management, London; equity research analyst at Donaldson, Lufkin & Jenrette and at Kidder, Peabody & Co; and consultant at McKinsey & Co. Mr. Bernardo graduated with a BS in Economics with honors from the Wharton School, University of Pennsylvania, and an MBA from the Kellogg School of Management, Northwestern University. He is a Chartered Financial Analyst, a Director and former President of the CFA Society of Jacksonville, Chairman of the City of Jacksonville Retirement System, a Director of the World Affairs Council of Jacksonville, a Director of the Sontag Foundation, and President of the University of Pennsylvania Club of Jacksonville.  Mr. Bernardo was born in 1970.

Email Jeff at jbernardo@augustineasset.com

Steven M. Herbert, CFA

Vice President

Mr. Herbert has over 20 years of investment experience, and his responsibilities include implementing the firm’s strategic plan including business development, client management, and risk management, as well as overseeing the firm’s regulatory compliance. His prior experience includes Director of Institutional Marketing at McKinley Capital Management; Head of Pension Advisory Americas for DEPFA Bank; and Principal at Mercer Investments. Mr. Herbert graduated with a BBA in Decision Sciences and an MBA in Finance both from the J. Mack Robinson College of Business, Georgia State University. He is a Chartered Financial Analyst, a member of the CFA Society of Jacksonville, and a Board Member of The City of Fernandina Beach General Employees’ Retirement Plan.  Mr. Herbert was born in 1970.

Email Steve at sherbert@augustineasset.com

Gregory M. Estes, CFA

Vice President

Mr. Estes has over 20 years of investment experience, and his responsibilities include managing Augustine’s Core Equity strategy and contributing equity research across Augustine’s equity strategies. His prior experience includes Portfolio Manager at Intrepid Capital Funds and Portfolio Manager at Bank of America’s Private Wealth Management group, US Trust. Mr. Estes graduated with an MA in Financial Economics from the University of Florida and a BBA in Finance from the University of Notre Dame. He is a Chartered Financial Analyst and a past director of the CFA Society of Jacksonville. Mr. Estes was born in 1972.

Email Greg at gestes@augustineasset.com

Neil-Sullivan

Neil J. Sullivan, CFA

Portfolio Manager

Mr. Sullivan has over 45 years of investment experience, and his responsibilities include managing Augustine’s core equity and yield equity strategies. His prior experience includes Founding Partner and senior investment officer at Moody, Aldrich & Sullivan, Boston; Managing Director of Equities and senior portfolio manager at Dewey Square Investors, Boston; and Vice President and senior portfolio manager at Bank of Boston. Mr. Sullivan graduated with a BS in Finance from Northeastern University and an MBA from Boston College. He is a Chartered Financial Analyst, a member of the Financial Analysts Federation, and a member and past director of the Boston Security Analysts SocietyMr. Sullivan was born in 1938.

Email Neil at nsullivan@augustineasset.com

Fred-Blum

Frederick M. Blum

Operations Manager

Mr. Blum has over 15 years of investment experience, and his responsibilities include special operating projects as well as maintaining and expanding Augustine’s client relationships. His prior experience includes Chief Operating Officer at Koss‐Olinger Financial Group and a 25 year career in general management, business development and marketing in the chemical industry. Mr. Blum graduated with a BS in Chemistry with honors from Rensselaer Polytechnic Institute and received an MBA from Syracuse University. He is Past Board Chairman of Beaver Street Enterprise Center.  Mr. Blum was born in 1953.

Email Fred at fblum@augustineasset.com

 

Milena D. Spasova, CFA, CIPM

Investment Analyst

Ms. Spasova has over 9 year of experience in financial operations and accounting with expertise in credit derivatives, interest rate derivatives, and fixed income securities.  Her prior experience includes associate and senior operations analyst at Deutsche Bank.  Ms. Spasova graduated with masters degrees in accounting and in economics / international relations from the University of National and World Economy and an MBA from the University of North Florida. She is a Chartered Financial Analyst, has earned the Certificate in Investment Performance Measurement, and a Director of the CFA Society of Jacksonville.  Ms. Spasova was born in 1974.

Email Milena at mspasova@augustineasset.com

Austen-Cornell

Austen P. Cornell, CFA

Investment Analyst

Mr. Cornell has over 7 years of experience in corporate strategy, private equity investment, financial analysis, and management consulting, and his responsibilities include analyzing investments across Augustine’s equity strategies. His prior experience includes corporate strategist at CSX, analyst at The Carlyle group, and consultant at Price Waterhouse Coopers.  Mr. Cornell graduated with a BS in Business Administration on a merit-based full tuition scholarship from the University of Florida.  He is a Chartered Financial Analyst and a Director of the CFA Society of Jacksonville.  Mr. Cornell was born in 1985.

Email Austen at acornell@augustineasset.com

Franco Cirelli, CPA, CFP

Financial Planning Advisor

Mr. Cirelli has over 25 years of experience delivering expertise on financial matters to individuals and businesses, and his responsibilities at Augustine include financial planning and client-related financial analysis.  His prior experience includes Financial Operations Principal for Motif Investing, Co-founder and Chief Financial Officer of SeatSub, Chief Financial Officer of Phacil, and positions at Microsoft, the National Basketball Association, and Deloitte & Touche.  Mr. Cirelli graduated with a BS in Business Administration from the Haas School of Business, University of California Berkeley and an MBA from the Kellogg School of Management, Northwestern University.  He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER ™ professional, and adjunct faculty member at City College of San Francisco where he teaches business and real estate investments.  Mr. Cirelli is an active community member who has served on several nonprofit boards and advisory councils in the Bay Area and is past Chairman of San Francisco’s Quality Teacher and Education Act Oversight Committee.  Mr. Cirelli was born in 1965.

Email Franco at fcirelli@augustineasset.com

 

Client Services & Administration Team

Elizabeth-Bernardo

Kimberly A. Williamson

Ms. Williamson joined Augustine in 1992.  Her responsibilities include client customer service, statement production, trade processing, account maintenance, and liaison with clients and their custodians.

Email Kim at kawilliamson@augustineasset.com

Lorriane-Tucker

Lorraine H. Tucker

Ms. Tucker joined Augustine in 1997.  Her responsibilities include client customer service, processing client contracts, establishing new portfolio accounts, and assisting with compliance regulations.

Email Lorraine at ltucker@augustineasset.com