Jonathan Bernstein

Director of Research at Hefren-Tillotson
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Jonathan is Director of Research for Hefren-Tillotson, one of Western Pennsylvania’s largest investment advisory and financial planning firms with over $17 billion under management. Jonathan leads the firm's investment and fund selection process as well as communications on market developments. He is the creator of the firm's Impact Portfolios, which integrate sustainable, impact driven investment strategies. Jonathan is a graduate of Yale College and earned a master's degree in Creative Writing from Brooklyn College. He is a Chartered Financial Analyst charter holder (CFA®) and a CERTIFIED FINANCIAL PLANNER™ certificant.

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  • Today, responsible investing takes a more sophisticated approach. It says every company is different. There are good and not so good companies within each industry.