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Jonathan Stern, CFA

Jonathan Stern, CFA

New York, NY

Jon leads Berkshire’s Investment Management practice.

Jon joined Berkshire in 1998 and has over 30 years of industry experience.  He brings to Berkshire extensive experience in transactions involving banks, thrifts, asset managers, broker dealers, and finance companies.  During his tenure at Berkshire, Jon has advised on a wide range of M&A transactions in the Real Assets, Wealth Management and Securities industries.

Notable Transaction Experience:
Sammons Financial / Northrock Partners (2023)
iM Global / Berkshire Asset Management (2022)
Azimut / Kennedy Capital Management (2022)
Merchant / Redwood Investment Management (2022)
AMG / Abacus Capital Group (2021)
Cerity Partners / Bingham, Osborn & Scarborough (2021)
Sammons / Beacon Capital (2021)
Vanguard / Just Invest (2021)
Pacific Current Group & Kudu / Pennybacker Capital (2019)
Sprott, Inc. / Tocqueville Gold Strategy (2019)
American Beacon Advisors / Tocqueville International Value Fund (2019)
Colliers International / Harrison Street Real Estate Capital (2018)
Atria Wealth / Cadaret, Grant (2018)
Petershill II, LP (Goldman Sachs Group Inc.) & Wafra Investment Advisory Group / ArcLight Capital Partners LLC (2017)
Hunt Companies / Amber Infrastructure Group (2015)
City National / Rochdale Investment Management (2012)
Ashmore / EMM (2011)

Prior Work Experience:
First Union and a predecessor bank, First Fidelity Bancorporation, Senior Vice President

Education & Affiliations:
Rutgers University, MBA in Finance
The University of Pennsylvania, BS in Economics

Member of the New York Society of Security Analysts
Member of the CFA Institute