Jonathan Bernstein Email & Phone Number
Managing Director @ Wealthspire Advisors
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Jonathan Bernstein Location
- New York, NY, US
Jonathan Bernstein Work
- 2026 -now Managing Director @
- 2015 -2026 Managing Principal @
- 2004 -2026 Managing Partner @ Bernstein & Bernstein CPAs LLP
- 2005 -2015 Certified Financial Planner @
- 2002 -2005 Financial Advisor @ GM Advisory Group
- 1999 -2004 CPA @ Geller Marzano & Co CPAs PC
- 1998 -1999 Financial Analyst @
- 1995 -1998 Auditor @
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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