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Bernard Wolfe

Bernard Wolfe

Chairman and CEO

This is the second career for the native of Montreal, Canada, who made a name for himself in the 1970s as a goalie for the Washington Capitals. Bernie’s hockey career began while he was a finance major at Sir George Williams University. He was a four-year varsity starter, earning All-Star and All-Canadian honors. Bernie lives in Bethesda, MD with his wife Patsy. They have two daughters, Amanda & Jennifer along with four grandchildren.

Bernie Wolfe founded Bernard R. Wolfe & Associates, Inc. in 1981 to provide wealth management services to individuals, families and businesses. He is a Certified Financial Planner™ professional and a Certified Divorce Financial Analyst (CDFA). He was one of the first members of the Registry of Financial Planners in the Washington DC area. Bernie is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.