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Jonathan Bernstein, CFA®, CFP®

Senior Research Analyst

Jonathan Bernstein, CFA®, CFP®

Senior Research Analyst

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

Jonathan Bernstein is a Senior Research Analyst within Hefren-Tillotson's investment advisory group. In this capacity, Jonathan works closely with Director of Research 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.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.