Gideon Samuel Bernstein

Director of Research & Portfolio Manager at Leisure Capital Management, Inc.

Gideon Samuel Bernstein

Gideon Samuel Bernstein

Director of Research & Portfolio Manager at Leisure Capital Management, Inc.

Biography

Mr. Gideon S. Bernstein, CFA, is a Director of Research & Portfolio Manager at Leisure Capital Management, Inc. He is responsible for the research, securities analysis and trading for Leisure Capital Management`s portfolio. He has been managing fixed income and equity securities portfolios since 1992. He joined Leisure Capital Management in October 2002.Mr. Bernstein's prior experience includes working in the role as an analyst and portfolio manager for a firm with over $1 billion in assets. He has served as Vice President of Investments and is currently the Chairman of the Board for the Jewish Community Foundation of Orange County. He has previously served on the investment committee of the CFASOC Scholarship Foundation. Mr. Bernstein earned his B.A. degree in Psychology with Honors from the University of California at Santa Barbara. He was awarded the Chartered Financial Analyst in 1996.

Overview
Career Highlights

The Jewish Community Foundation
Community Foundation of The Jewish Federation of Orange County

RelSci Relationships

52

Number of Boards

1

Contact Data
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Relationships
RelSci Relationships are individuals Gideon Samuel Bernstein likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Analyst at Leisure Capital Management, Inc.

Relationship likelihood: Strong

Founder at Leisure Capital Management, Inc.

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Treasurer at Leisure Capital Management, Inc.

Relationship likelihood: Strong

Vice President Investments at Community Foundation of The Jewish Federation of Orange County

Relationship likelihood: Strong

Former Vice President Grants at Community Foundation of The Jewish Federation of Orange County

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Vice President Planning at Community Foundation of The Jewish Federation of Orange County

Relationship likelihood: Strong

Managing Partner at Silver Ridge Advisors

Relationship likelihood: Strong

Executive Director at Community Foundation of The Jewish Federation of Orange County

Relationship likelihood: Strong

Chief Operating Officer at Community Foundation of The Jewish Federation of Orange County

Relationship likelihood: Strong

Development Director at Community Foundation of The Jewish Federation of Orange County

Relationship likelihood: Strong

In The News
Orange County Register (California)
August 3, 2018
Woodward charged with hate crime
Orange County Register (California)
April 6, 2018
Passover feast honors Blaze Bernstein’s memory
Orange County Register (California)
February 26, 2018
‘Blaze it forward’
Orange County Register (California)
January 17, 2018
Parents saykilling could be hate crime
Orange County Register (California)
January 11, 2018
Missing teenfound dead AFTER SEARCH
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Gideon Samuel Bernstein
Director of Research & Portfolio Manager at Leisure Capital Management, Inc.
Education
Class of 1996

The University of California, Santa Barbara (commonly referred to as UC Santa Barbara or UCSB) is a public research university and one of the 10 general campuses of the University of California system. The main campus is located on a 1,022-acre (414 ha) site near Goleta, California, United States, 8 miles (13 km) from Santa Barbara and 100 miles (160 km) northwest of Los Angeles. Tracing its roots back to 1891 as an independent teachers' college, UCSB joined the University of California system in 1944 and is the third-oldest general-education campus in the system. UCSB traces its origins back to the Anna Blake School which was founded in 1891 and offered training in home economics and industrial arts. The Anna Blake School was taken over by the state in 1909 and became the Santa Barbara State Normal School. Intense lobbying by an interest group in the City of Santa Barbara, led by Thomas Storke and Pearl Chase, persuaded the State Legislature, Governor Earl Warren, and the Regents of the University of California to move the State College over to the more research-oriented University of California system in 1944. The State College system sued to stop the takeover, but the Governor did not support the suit. A state initiative was passed, however, to stop subsequent conversions of State Colleges to University of California campuses. From 1944 to 1958 the school was known as Santa Barbara College of the University of California, before taking on its current name. When the vacated Marine Corps training station in Goleta was purchased for the rapidly-growing college, Santa Barbara City College moved into the vacated State College buildings.

Career History
Director of Research & Portfolio Manager
2002 - Current

Leisure Capital Management (LCM) uses diversification to minimize the risk and optimize the potential return of a portfolio. The firm uses multiple asset classes, investment styles, market caps, sectors, and regions to provide diversification. Each portfolio composition is based on each client's investment objectives, risk tolerance, and time horizon. LCM's investments are suitable for clients who want an investment plan that prioritizes: Growth, Income, Interest Rate Protection, Principal Preservation, and/or Inflation Protection.The LCM Mutual Fund portfolio is designed to provide investment exposure to diverse asset classes. Equity fund portfolios are invested in a basket of no-load funds in the mid-cap, small-cap and international arenas. Their core investment philosophy encompasses a mix of growth and value investment styles to ensure balanced returns through market cycles.The LCM Fixed Income portfolio invests in investment grade taxable and tax-free fixed-income securities. LCM actively manages the duration of the portfolio holding to control risk and to ensure the appropriate income or total return is being generated for each portfolio. They invest a portion of the fixed-income allocation into diversified mutual funds to gain exposure to less liquid areas such as high yield bonds. For clients seeking tax-free income, LCM manages California tax free bonds, as well as federal tax free bonds from all states. LCM offers short-term cash portfolios for those who need to access their cash within 2 years.The LCM Core Equity Portfolio seeks to provide clients an opportunity to invest in quality companies with superior earnings growth whose equities are selling at attractive valuations. LCM establishes a buy and sell target on their holdings based on either projected discounted cash flow valuations or multiples of earnings. LCM considers selling a holding if the stock price has reached their price target, if they find another holding they believe can outperform their existing position or if the company does not meet their expectations for financial performance.LCM offers a Special Situations All-Cap strategy, which uses a value investing approach to identify special situations investments and opportunistic trading events. The strategy seeks to achieve a low correlation to a traditional equity portfolio. LCM seeks to invest in companies with misunderstood or under-followed investments that trade at a deep discount to their historical valuations.

President & Chief Executive Officer
Prior

ACQUIRE, MANAGE, ADMINISTER, AND EXPEND FUNDS FOR CHARITABLE PURPOSES AND TO SUPPORT OTHER 501(C)(3) ORGANIZATIONS.

Political Donations
$600
2014

Former Representative at Office of the Representative from California's 45th District, Mimi Walters

$250
2009

Former Representative from California's 48th Congressional District

$250
2009
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