Director of Research

Jonathan Bernstein, CFA®, CFP®

(412) 434-0990 x 1641
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.

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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.
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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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