Jason Bernstein Email & Phone Number
Chief Compliance Officer @ Castle Ridge Asset Management
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Jason Bernstein Location
- Toronto, ON, CA
Jason Bernstein Work
- Chief Compliance Officer @ (September 2024 - Present)
- VP, Portfolio Operations @ (January 2021 - September 2024)
- Vice President, Operations and Business Development @ (September 2020 - January 2021)
- Operating Partner @ (August 2017 - May 2019)
- Associate, Operations @ (May 2017 - July 2017)
- Associate @ (January 2014 - April 2017)
- Operational Due Diligence @ (May 2013 - November 2013)
- Bookkeeping @ The Aussie X (September 2012 - January 2013)
- Analyst, Investment Banking @ Ubequity Capital Partners Inc. (September 2012 - December 2012)
- Director @ Montrose Music Studio (July 2010 - April 2012)
Jason Bernstein Education
- The G. Raymond Chang School of Continuing Education at Toronto Metropolitan University
Accounting and Finance
2013-2013 - Brandon University
B. Mus (Performance) (Jazz Piano)
2006-2010
Jason Bernstein Skills
- Asset Management
- Business Development
- Business Strategy
- Buy-side
- Capital Management
- Capital Markets
- Client Relations
- Corporate Finance
- Due Diligence
- Due Dilligence
- Equities
- Equity Research
- Equity Valuation
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Services
- Financial Statement Analysis
- Fund Accounting
- Fund Administration
- Futures Trading
- Hedge Funds
- Information Analysis
- Investment Banking
- Investments
- Investor Relations
- Leadership
- Management
- Manager Selection
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Operational Activities
- Operational Due Diligence
- Operational Efficiency
- Portfolio Management
- Primary Research
- Private Equity
- Problem Solving
- Regulatory Compliance
- Research
- Risk Management
- Sales Management
- Small Business
- Teamwork
- Valuation
- Written Communication
- account supervision and management
- futures contracts
- manager research
- Teaching
- Start Ups
- Fundraising
- Social Media Marketing
Jason Bernstein Summary
- Jason Bernstein, based in Toronto, ON, CA, is currently a Chief Compliance Officer at Castle Ridge Asset Management. Jason Bernstein brings experience from previous roles at Castle Ridge Asset Management, Bromma Asset Management, Bernstein's Deli and Ewing Morris & Co. Investment Partners Ltd.. Jason Bernstein holds a 2013 - 2013 Accounting and Finance @ The G. Raymond Chang School of Continuing Education at Toronto Metropolitan University. With a robust skill set that includes Asset Management, Business Development, Business Strategy, Buy-side, Capital Management and more. Jason Bernstein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Castle Ridge Asset Management Employees
Rob Courteaux
Founding Partner
Windsor, ON, CA
Jason Bernstein
Chief Compliance Officer
Toronto, ON, CA
Michael Petruzella
Chief Investment Officer
Toronto, ON, CA
Edwin Li
Managing Partner
New York, NY, US
Anas Ibrahim
Research Scientist - Machine Learning Engineer
Toronto, ON, CA
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