Bernard Surovsky, CFS

Biography

Bernard graduated from the University of Cape Town with a Bachelor of Science in Construction Management and Economics. He emigrated to the US in 1992 and passed the General Securities Representative Series 7 exam in 1996 and holds the designations of Certified Fund Specialist (CFS) from the Institute of Business & Finance.

Frustrated with the results of Modern Portfolio Theory and the significant losses incurred in client accounts, he set about finding a more predictable solution to managing portfolio risk. Finding nothing that fit the need, he drew on his early training as an insurance professional, and along with his business partner, Larry Kriesmer, formed Measured Risk Portfolios, a registered investment advisor, in 2007. Initially deployed on a few select clients, the strategy is now used by the majority of his personal clients and hundreds of accounts that are referred to the firm by outside advisors.

Bernard was born in Cape Town, South Africa and now lives in Carmel Valley with his wife, Marlo, and their three children. His pastimes include reading, playing chess and building Legos with his kids. He has served on the boards of local charities and enjoys a fine glass of whiskey on the weekend.