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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Jonathan Bernstein, CFA®, CFP®

Director of Research

Jonathan Bernstein, CFA®, CFP®

Director of Research

Location: Downtown Pittsburgh - Centre City Tower
Phone: (412) 434-0990 x 1641

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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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.