Jonathan Bernstein Email & Phone Number
Managing Director @ Wealthspire Advisors
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Jonathan Bernstein Location
- New York, NY, US
Jonathan Bernstein Work
- Managing Director @ (May 2026 - Present)
- Managing Principal @ (November 2015 - May 2026)
- Managing Partner @ Bernstein & Bernstein CPAs LLP (January 2004 - May 2026)
- Certified Financial Planner @ (January 2005 - October 2015)
- Financial Advisor @ GM Advisory Group (January 2002 - January 2005)
- CPA @ Geller Marzano & Co CPAs PC (January 1999 - January 2004)
- Financial Analyst @ (January 1998 - January 1999)
- Auditor @ (January 1995 - January 1998)
Jonathan Bernstein Education
- Penn State University
Bachelor's degree (Accounting)
1991-1995
Jonathan Bernstein Summary
- Jonathan Bernstein, based in New York, NY, US, is currently a Managing Director at Wealthspire. Jonathan Bernstein brings experience from previous roles at RoundAngle Advisors LLC, Bernstein & Bernstein CPAs LLP, Hudson Wealth Management LLC and GM Advisory Group. Jonathan Bernstein holds a 1991 - 1995 Bachelor's degree in Accounting @ Penn State University. Jonathan Bernstein has 2 emails and 3 mobile phone numbers on RocketReach.
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