Jonathan Bernstein, CFA®, CFP®

Director of Research

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.

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Watch and learn

Videos With Jonathan Bernstein, CFA®, CFP®

Inside the Markets: Fortune Favors the Patient – Webinar Recording – March 30, 2022

46:36. | with Kim Tillotson Fleming, CFA®, Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®

Inside the Markets: One Year Later

49:47. | with Kurt Carlson, CFP®, CFA®, AIFA®, Brian J. Koble, CFA®, Timothy Davis

What is Responsible and Impact Investing?


Three Steps to a Responsible Investment Portfolio


Investing in Volatile Markets

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