Bernard Grzelak in

Bernard Grzelak

Chief Financial Officer and Vice President at Dimensional Fund Advisors
📍 Austin, Texas, United States

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.

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Experience
32 Years
Current Role
Chief Financial Officer and Vice President
Job Level
Leadership
Location
Austin, Texas, United States
Personality Overview
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Priorities

Topics Bernard cares 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.
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Career

Work history

9-2020
Chief Financial Officer and Vice President
Dimensional Fund Advisors
12-2018 - 8-2020
Partner, Chief Operating Officer, Global Funds & Risk; Chief Financial Officer, Lord Abbett Funds
Lord, Abbett & Co. LLC
10-2016 - 11-2018
Partner, Chief Operations Officer; Chief Financial Officer, Lord Abbett Funds
Lord, Abbett & Co. LLC
10-2008 - 9-2016
Partner, Director of Fund Administration; Treasurer, Lord Abbett Funds
Lord, Abbett & Co. LLC
4-2003 - 9-2008
Director, Fund Administration; Treasurer, Lord Abbett Funds
Lord, Abbett & Co. LLC
In the press

Media appearances

Dimensional Welcomes Bernie Grzelak as CFO. Featured in Dimensional Fund Advisors
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Education
1989 - 1993
Bachelor of Business Administration - BBA
University of Notre Dame
Social presence
in

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