Jonathan Bernstein
About Jonathan Bernstein
Jonathan Bernstein is the founder of Bernstein Planning & Investment Management. Jonathan graduated from Yale College and has worked in financial advising for 17 years. He previously served as Director of Research for Hefren-Tillotson, Pittsburgh’s largest independent wealth manager. Jonathan is both a CERTIFIED FINANCIAL PLANNER™ certificant and a CFA® charterholder. He has been advising individuals and institutions on sustainable investing since 2017. He is a Wexner Heritage Fellow, a member of the Wexner Climate Change Summit, former Board President of Hillel Academy of Pittsburgh and spent his gap year at Yeshivat Hamivtar. His website is bernsteinplanning.com.