Bernard Grzelak is the Chief Financial Officer and Vice President at Dimensional Fund Advisors, bringing extensive experience from his prior role as a Partner at Lord, Abbett & Co. He is an expert in fund operations, administration, and risk management. Bernard is a Certified Public Accountant and holds a BBA from the University of Notre Dame.
He maintains a keen interest in cutting-edge business strategy and leadership principles. His professional interests suggest a dedication to continuous learning and staying abreast of the latest management insights from leading sources like Harvard Business Review.
Unique fact: He spent over two decades at Lord, Abbett & Co. , rising through the ranks to become Partner and holding dual COO and CFO roles for their funds.
Bernard Grzelak
Chief Financial Officer and Vice President at Dimensional Fund Advisors
Austin, Texas, United States
Overview
Topics They Care About
Global Fund Operations
His career centers on fund administration and operations, previously serving as COO for Global Funds at Lord Abbett.
Financial Risk Management
A core part of his past leadership roles involved direct oversight of risk management for large-scale investment funds.
Corporate Financial Strategy
As the current CFO of a major asset manager, he is deeply involved in the firm's overarching financial health and strategic direction.
Media Appearances
Dimensional Welcomes Bernie Grzelak as CFO. Featured in Dimensional Fund Advisors
Work History
9-2020
Chief Financial Officer and Vice President at Dimensional Fund Advisors
12-2018 - 8-2020
Partner, Chief Operating Officer, Global Funds & Risk; Chief Financial Officer, Lord Abbett Funds at Lord, Abbett & Co. LLC
10-2016 - 11-2018
Partner, Chief Operations Officer; Chief Financial Officer, Lord Abbett Funds at Lord, Abbett & Co. LLC
10-2008 - 9-2016
Partner, Director of Fund Administration; Treasurer, Lord Abbett Funds at Lord, Abbett & Co. LLC
4-2003 - 9-2008
Director, Fund Administration; Treasurer, Lord Abbett Funds at Lord, Abbett & Co. LLC
9-2000 - 3-2003
Vice President, Director of Fund Administration, Treasurer - The Lazard Funds at Lazard Asset Management
8-1993 - 9-2000
Manager at Deloitte
Education
1989 - 1993
Bachelor of Business Administration - BBA from University of Notre Dame
More Information
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Location : Austin, Texas, United States
Job Level : Leadership
Designation : Chief Financial Officer and Vice President at Dimensional Fund Advisors
