Jeffrey E. Bernardo, CFA
President/CEO & Portfolio Manager
Mr. Bernardo has over 25 years of investment experience, and his responsibilities include managing Augustine’s global 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 CFA® charterholder, Past President of CFA Society Jacksonville, Chairman of the City of Jacksonville Retirement System Board of Trustees, a Director of the World Affairs Council of Jacksonville, a Director of the Sontag Foundation, and a member of the Jacksonville Symphony Investment Committee. Jeff is an active parishioner at St. Paul’s Catholic Church in Jacksonville Beach, FL and serves on its Parish Finance Council and School Advisory Board.
Franco Cirellli, CPA, CFP
Financial Planning Advisor
Mr. Cirelli has over 25 years of experience delivering expertise on financial matters, and his responsibilities at Augustine include client-related financial analysis and planning . His prior experience includes Financial Operations Principal for Motif Investing, Co-founder and CFO of SeatSub, CFO of Phacil, and accountant at 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. Franco is an active parishioner at St. Paul Catholic Church in San Francisco, CA, and he is Knight Hospitaller in the Order of Malta.
Milena D. Spasova, CFA, CIPM
Vice President & Portfolio Manager
Ms. Spasova has over 15 years of investment experience, and her responsibilities include managing Augustine’s fixed income strategies and overseeing the firm’s compliance with the CFA Institute Global Investment Performance Standards. Her prior experience includes associate and senior operations analyst at Deutsche Bank. Ms. Spasova graduated with master 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 CFA® charterholder, has earned the CFA Institute Certificate in Investment Performance Measurement, is Past President of CFA Society Jacksonville, and serves on the finance committee of the Women’s Giving Alliance.
