Our Firm

Jonathan Bernstein, CIMA®

Vice President, Director of Sales and Marketing

Jonathan Bernstein, CIMA® serves as Vice President and Sales & Marketing Director for Stringer Asset Management, LLC (SAM). Mr. Bernstein is responsible for business development, marketing and communication. Prior to co-founding SAM, Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He has spent his career working with financial advisors on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, operations management, and is a frequent contributor to financial industry publications. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community.


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