Jeff Bernstein
Chairman at American Heart Association (New York)
Profile
Jeffrey M.
Bernstein is currently the Chairman of American Heart Association (New York) and the Managing Member & Chief Compliance Officer of Silverberg Bernstein Capital Management LLC.
Previously, he worked as a Director at Cowen Prime Advisors LLC from 2019 to 2023.
He also held positions as a Senior Research Analyst at Strong Capital Management, Inc. and Bankers Trust Co. (Des Moines, Iowa), as well as a Senior Vice President of Research at Lisanti Capital Growth LLC and a Partner at Manhasset Capital Management LLC.
Bernstein received his undergraduate degree from Union College (New York).
Jeff Bernstein active positions
Companies | Position | Start |
---|---|---|
American Heart Association (New York)
American Heart Association (New York) Miscellaneous Commercial ServicesCommercial Services Part of American Heart Association, Inc., American Heart Association (New York) provides public health educational services. The company is based in New York, NY. | Chairman | 2010-09-06 |
Silverberg Bernstein Capital Management
Silverberg Bernstein Capital Management Investment ManagersFinance Silverberg Bernstein Capital Management LLC is an investment advisory firm founded in 2023. The private company is based in Armonk, NY. The company provides investment advice to its clients. | Compliance Officer | 2023-05-10 |
Former positions of Jeff Bernstein
Companies | Position | End |
---|---|---|
Cowen Prime Advisors LLC
Cowen Prime Advisors LLC Investment ManagersFinance Cowen Prime Advisors LLC (CPA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 as an operating division of Cowen Prime Services LLC (CPS) and succeeded to the investment advisory business of CPS in 2021. They are a direct subsidiary of Cowen PB Holdings LLC and became ultimately owned by The Toronto-Dominion Bank (TSE, NYSE: TD) in 2023, a Canadian multinational banking and financial services corporation. CPA offers investment advisory services to high-net-worth individuals, groups of related family members, trusts, estates and charitable institutions, pension and profit-sharing plans, pooled investment vehicles, and corporations and other business organizations. | Portfolio Manager-Equities | 2023-06-30 |
Manhasset Capital Management LLC
Manhasset Capital Management LLC Investment ManagersFinance Founded in 2005, Manhasset Capital Management is a New York City-based hedge fund. | Portfolio Manager-Equities | 2006-07-30 |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Analyst-Equity | - |
Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Corporate Officer/Principal | - |
Lisanti Capital Growth LLC
Lisanti Capital Growth LLC Investment ManagersFinance Lisanti Capital Growth LLC (Lisanti) is an independent registered investment advisor headquartered in New York City. It was founded by Mary Lisanti in 2003. Lisanti serves the institutional marketplace through separate accounts, for public plan, corporate, endowment and foundation clients. The firm also offers a mutual fund, the Lisanti Small Cap Growth Fund, for individual clients. | Analyst-Equity | - |
Training of Jeff Bernstein
Union College (New York) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Strong Capital Management, Inc.
Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Lisanti Capital Growth LLC
Lisanti Capital Growth LLC Investment ManagersFinance Lisanti Capital Growth LLC (Lisanti) is an independent registered investment advisor headquartered in New York City. It was founded by Mary Lisanti in 2003. Lisanti serves the institutional marketplace through separate accounts, for public plan, corporate, endowment and foundation clients. The firm also offers a mutual fund, the Lisanti Small Cap Growth Fund, for individual clients. | Finance |
Manhasset Capital Management LLC
Manhasset Capital Management LLC Investment ManagersFinance Founded in 2005, Manhasset Capital Management is a New York City-based hedge fund. | Finance |
American Heart Association (New York)
American Heart Association (New York) Miscellaneous Commercial ServicesCommercial Services Part of American Heart Association, Inc., American Heart Association (New York) provides public health educational services. The company is based in New York, NY. | Commercial Services |
Cowen Prime Advisors LLC
Cowen Prime Advisors LLC Investment ManagersFinance Cowen Prime Advisors LLC (CPA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 as an operating division of Cowen Prime Services LLC (CPS) and succeeded to the investment advisory business of CPS in 2021. They are a direct subsidiary of Cowen PB Holdings LLC and became ultimately owned by The Toronto-Dominion Bank (TSE, NYSE: TD) in 2023, a Canadian multinational banking and financial services corporation. CPA offers investment advisory services to high-net-worth individuals, groups of related family members, trusts, estates and charitable institutions, pension and profit-sharing plans, pooled investment vehicles, and corporations and other business organizations. | Finance |
Silverberg Bernstein Capital Management
Silverberg Bernstein Capital Management Investment ManagersFinance Silverberg Bernstein Capital Management LLC is an investment advisory firm founded in 2023. The private company is based in Armonk, NY. The company provides investment advice to its clients. | Finance |
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