Senior Management

Brad Bernstein

Managing Director, Head of the Equity Group

Phone: (312) 568-7812

Email: bbernstein@monroecap.com

Office Location: Chicago

Joined the team: 2017

Education

  • University of South Florida, Muma College of Business, B.A. in Finance
  • Northwestern University, Kellogg School of Management, M.B.A.

Experience

  • SE Capital LLC, Managing Partner
  • JP Morgan & Co., Managing Director, Practice Leader, Investment Banking Division
  • JP Morgan Securities, Inc., Managing Director, High Yield Capital Markets
  • Banc of America Securities, LLC, Managing Director, High Yield Finance
  • First Chicago Capital Markets, Inc., Managing Director, Head of High Yield Origination
  • NationsBanc Capital Markets LLC, Director, Leveraged Finance

Organizations

  • USF Muma College of Business, Executive Advisory Council

Hometown: Bloomington, IL

Favorite Food: Dry Aged Steak

Favorite Movie: Cool Hand Luke

Full Bio

Mr. Bernstein is a Managing Director and Head of the Equity Group of Monroe Capital.  He is responsible for managing all of the firm’s private equity activities.  Mr. Bernstein has over 30 years of experience in private equity investing, M&A, high yield securities and corporate finance.  Prior to Monroe, Mr. Bernstein was Managing Partner at SE Capital LLC, a private equity firm based in Chicago focused on investing in management-assisted buyouts in the lower middle market. Prior to founding SE Capital, he was a Managing Director and Practice Leader in the Investment Banking Group at JP Morgan & Co.  Prior to that, Mr. Bernstein spent 15 years in various banking, capital markets, and corporate finance positions with Banc of America Securities, LLC, First Chicago Capital Markets, Inc. and NationsBank Corporation. Mr. Bernstein has served on the Board of Directors of numerous companies. Mr. Bernstein earned his M.B.A. from Northwestern University, Kellogg School of Management and his B.A. in Finance from the University of South Florida, Muma College of Business.

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