Alan Saul Bernstein
Chief Executive Officer at Stratigraphic Asset Management, Inc.
Profile
Mr. Alan S.
Bernstein is Co-Founder & President at Stratigraphic Asset Management, Inc.
During the period 1968–1972 Mr. Bernstein was a senior petroleum analyst with Loeb, Rhoades & Co. in New York.
In addition to serving as President of Stratigraphic Asset Management, he was actively engaged in the domestic petroleum business until 1993.
Mr. Bernstein received an MBA degree in finance from the Harvard Business School in 1966.
Alan Saul Bernstein active positions
| Companies | Position | Start |
|---|---|---|
Stratigraphic Asset Management, Inc.
 Stratigraphic Asset Management, Inc. Investment ManagersFinance Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities. | Chief Executive Officer | - |
Former positions of Alan Saul Bernstein
| Companies | Position | End |
|---|---|---|
| Loeb, Rhoades, Hornblower & Co. | Corporate Officer/Principal | 1972-12-30 |
Training of Alan Saul Bernstein
| Harvard University | Masters Business Admin |
| Amherst College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
| Loeb, Rhoades, Hornblower & Co. | Finance |
Stratigraphic Asset Management, Inc.
Stratigraphic Asset Management, Inc. Investment ManagersFinance Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities. | Finance |
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