Second Quarter 2020 Market Report

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About Us

Employee Profile

Director of Research
Jonathan Bernstein, CFA®, CFP®
(412) 434-0990 x 1641
Downtown Pittsburgh - Centre City Tower

Jonathan Bernstein is the Director of Research within Hefren-Tillotson's investment advisory group. In this capacity, Jonathan works closely with Chief Investment Officer, Brian Koble, in supporting the in-house broker network and investment advisory group with fund selection and monitoring, market updates and investment strategies.

Jonathan is a graduate of Yale College and earned a master's degree in Creative Writing from Brooklyn College. He is a Chartered Financial Analyst charter holder (CFA®) and a CERTIFIED FINANCIAL PLANNER™ certificant. Prior to moving to Pittsburgh, Jonathan spent six years as a financial advisor in New York, overseeing alternative investment strategies and client portfolios.

In his spare time, Jonathan enjoys reading, art, theater and spending time with his family. Jonathan and his wife Kara have three children.

Jonathan is available to help you with your investments and answer your questions.
Send Jonathan a Message
Send a Message to
Jonathan Bernstein
and take the first step towards your financial future.
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.


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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.