Profil
Jeffrey M.
Bernstein is currently Chairman at American Heart Association (New York) since 2010 and Managing Member & Chief Compliance Officer at Silverberg Bernstein Capital Management LLC since 2023.
Former positions include Director at Cowen Prime Advisors LLC from 2019 to 2023, Senior Research Analyst at Strong Capital Management, Inc., Senior Research Analyst at Bankers Trust Co. (Des Moines, Iowa), Senior Vice President of Research at Lisanti Capital Growth LLC, and Partner at Manhasset Capital Management LLC.
Education includes undergraduate studies at Union College (New York).
Postes actifs de Jeff Bernstein
| Sociétés | Poste | Début |
|---|---|---|
American Heart Association (New York)
American Heart Association (New York) Miscellaneous Commercial ServicesCommercial Services Provides public health educational services | Président | 07/09/2010 |
Silverberg Bernstein Capital Management
Silverberg Bernstein Capital Management Investment ManagersFinance Provides investment advice | Compliance Officer | 11/05/2023 |
Anciens postes connus de Jeff Bernstein
| Sociétés | Poste | Fin |
|---|---|---|
Cowen Prime Advisors LLC
Cowen Prime Advisors LLC Investment ManagersFinance CPA develops differentiated, actively managed strategies that seek to meet the dynamic needs of their clients. Such strategies may involve the use of equities, fixed income securities, options, exchange traded funds or mutual funds, derivative instruments or any combination of such securities and investments as determined by the particular Portfolio Manager handling a client’s account. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Manhasset Capital Management LLC
Manhasset Capital Management LLC Investment ManagersFinance Manhasset Capital Management is a long/short equity hedge fund that focuses on small- and mid-cap US stocks. They maintain a very high turnover | Gestionnaire de Portefeuille-Actions | 31/07/2006 |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Analyst-Equity | - |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Corporate Officer/Principal | - |
Lisanti Capital Growth LLC
Lisanti Capital Growth LLC Investment ManagersFinance Lisanti specializes in small and SMID-cap growth investments. The firm manages two growth strategies, both of which utilize the same investment process and differ only in the range of market capitalizations of the stocks researched. The Lisanti small-cap growth investment strategy used to invest Account assets involves the purchase of equity exchange-listed securities and/or equity securities that trade over the counter. Their SMID strategy employs the same investment process, identifying companies that have above average prospects for growth, but SMID companies are generally defined by Lisanti as those with market capitalizations equivalent to the range of those in the Russell 2500 Growth Index at time of initial purchase. | Analyst-Equity | - |
Formation de Jeff Bernstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance The firm's portfolio managers, research specialists and traders are organized into teams by asset class. SCM provides several different investment approaches to both its international and domestic equity portfolios. For its capital appreciation equity management, the firm emphasizes current economic environment and secular themes. In particular, long-term economic trends, Federal Reserve policy and market liquidity serve as a macroeconomic backdrop to the overall direction of the markets. For equity stock selection, disciplined, fundamental research with emphasis on the following characteristics are practiced: strong fundamentals, accelerating earnings and sales, accelerating return on equity, expanding market share, low cost producers, quality management and positive earnings surprises. Its bottom-up security analysis emphasizes management, cash flow, earnings growth, balance sheet strength, competitive position, discounted cash flow and relative p/e ratio. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
Lisanti Capital Growth LLC
Lisanti Capital Growth LLC Investment ManagersFinance Lisanti specializes in small and SMID-cap growth investments. The firm manages two growth strategies, both of which utilize the same investment process and differ only in the range of market capitalizations of the stocks researched. The Lisanti small-cap growth investment strategy used to invest Account assets involves the purchase of equity exchange-listed securities and/or equity securities that trade over the counter. Their SMID strategy employs the same investment process, identifying companies that have above average prospects for growth, but SMID companies are generally defined by Lisanti as those with market capitalizations equivalent to the range of those in the Russell 2500 Growth Index at time of initial purchase. | Finance |
Union College (New York)
Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Manhasset Capital Management LLC
Manhasset Capital Management LLC Investment ManagersFinance Manhasset Capital Management is a long/short equity hedge fund that focuses on small- and mid-cap US stocks. They maintain a very high turnover | Finance |
American Heart Association (New York)
American Heart Association (New York) Miscellaneous Commercial ServicesCommercial Services Provides public health educational services | Commercial Services |
Cowen Prime Advisors LLC
Cowen Prime Advisors LLC Investment ManagersFinance CPA develops differentiated, actively managed strategies that seek to meet the dynamic needs of their clients. Such strategies may involve the use of equities, fixed income securities, options, exchange traded funds or mutual funds, derivative instruments or any combination of such securities and investments as determined by the particular Portfolio Manager handling a client’s account. | Finance |
Silverberg Bernstein Capital Management
Silverberg Bernstein Capital Management Investment ManagersFinance Provides investment advice | Finance |
















