Profile
Jonathan Bernstein worked as a Financial Advisor at L.
J.
Altfest & Co., Inc. from 2007 to 2012.
He then worked as the Director of Research at Hefren-Tillotson, Inc. from 2018 to 2022, and briefly held the same position at Robert W.
Baird & Co., Inc. in 2022.
Bernstein received his undergraduate degree from Yale University in 2001 and his graduate degree from Brooklyn College in 1998.
Former positions of Jonathan Bernstein
| Companies | Position | End |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Director of Research - Equity | 2022-10-31 |
Hefren-Tillotson, Inc.
 Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Director of Research - Equity | 2022-09-30 |
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Portfolio Manager-Equities | 2011-12-31 |
Training of Jonathan Bernstein
| Yale University | Undergraduate Degree |
| Brooklyn College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
Hefren-Tillotson, Inc.
Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Finance |
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