Jason Bernstein, Cfa

Jason Bernstein, Cfa Email and Phone Number

Chief Compliance Officer at Castle Ridge Asset Management @ Castle Ridge Asset Management
toronto, ontario, canada
Jason Bernstein, Cfa's Location
Toronto, Ontario, Canada, Canada
Jason Bernstein, Cfa's Contact Details

Jason Bernstein, Cfa work email

Jason Bernstein, Cfa personal email

About Jason Bernstein, Cfa

Jason joined Castle Ridge in 2021 bringing with him operational and business development experience gained in previous roles at Toronto-based hedge fund managers. Jason was a contributing analyst for Core Consultants Group where he wrote thought-leadership pieces on infrastructure and mining policy for a major oil company and other companies in the mining sector. He gained valuable experience working in the operational due diligence group at Albourne Partners. Jason is a CFA charterholder and holds a bachelor's degree from Brandon University.

Jason Bernstein, Cfa's Current Company Details
Castle Ridge Asset Management

Castle Ridge Asset Management

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Chief Compliance Officer at Castle Ridge Asset Management
toronto, ontario, canada
Website:
castleridgemgt.com
Employees:
6
Jason Bernstein, Cfa Work Experience Details
  • Castle Ridge Asset Management
    Chief Compliance Officer
    Castle Ridge Asset Management Sep 2024 - Present
    Toronto, Ontario, Canada
    View
  • Castle Ridge Asset Management
    Vp, Portfolio Operations
    Castle Ridge Asset Management Jan 2021 - Sep 2024
    Artificial Intelligence powered Hedge Fund with industry leading performance
    View
  • Bromma Asset Management
    Vice President, Operations And Business Development
    Bromma Asset Management Sep 2020 - Jan 2021
    Toronto, Ontario, Canada
    View
  • Bernstein'S Deli
    Operating Partner
    Bernstein'S Deli Aug 2017 - May 2019
    Winnipeg, Canada Area
    Family-owned and operated traditional deli in the South End of Winnipeg. A must-go all-day breakfast, lunch and dinner restaurant serving the classics. -Corporate catering including platters, boxed lunches, banquet meals. -Holiday catering for all special events-Wholesale for food service.Managing finances, growth, business development and skills development.
    View
  • Ewing Morris & Co. Investment Partners Ltd.
    Associate, Operations
    Ewing Morris & Co. Investment Partners Ltd. May 2017 - Jul 2017
    Toronto, Canada Area
    View
  • Broadview Capital Management Inc.
    Associate
    Broadview Capital Management Inc. Jan 2014 - Apr 2017
    Toronto, Canada Area
    View
  • Albourne Partners
    Operational Due Diligence
    Albourne Partners May 2013 - Nov 2013
    Toronto, Canada Area
    View
  • The Aussie X
    Bookkeeping
    The Aussie X Sep 2012 - Jan 2013
    Toronto, Canada Area
    Processing payroll, reconciling bank accounts and general bookkeeping.
  • Ubequity Capital Partners Inc.
    Analyst, Investment Banking
    Ubequity Capital Partners Inc. Sep 2012 - Dec 2012
    Toronto, Canada Area
  • Montrose Music Studio
    Director
    Montrose Music Studio Jul 2010 - Apr 2012
    -Founded and managed a popular music education provider and served over 200 clients in just 22 months-Analyzed market opportunities for business growth and increased gross revenue by 67% quarterly on average.-Ensured quality of service delivered by 2 staff members and 3 interns.-Forecasted sales growth and created pro-forma income statements using Excel.-Successfully tested client product satisfaction and implemented necessary changes leading to a 308% increase in retention.

Jason Bernstein, Cfa Skills

Investments Capital Markets Corporate Finance Valuation Microsoft Excel Small Business Hedge Funds Equities Marketing Strategy Microsoft Office Private Equity Finance Sales Management Teaching Financial Reporting Financial Accounting Business Development Due Diligence Investment Banking Financial Analysis Fundraising Start Ups Financial Statement Analysis Due Dilligence Social Media Marketing Financial Modeling Financial Services

Jason Bernstein, Cfa Education Details

Frequently Asked Questions about Jason Bernstein, Cfa

What company does Jason Bernstein, Cfa work for?

Jason Bernstein, Cfa works for Castle Ridge Asset Management

What is Jason Bernstein, Cfa's role at the current company?

Jason Bernstein, Cfa's current role is Chief Compliance Officer at Castle Ridge Asset Management.

What is Jason Bernstein, Cfa's email address?

Jason Bernstein, Cfa's email address is je****@****ail.com

What is Jason Bernstein, Cfa's direct phone number?

Jason Bernstein, Cfa's direct phone number is +120423*****

What schools did Jason Bernstein, Cfa attend?

Jason Bernstein, Cfa attended Brandon University, Ryerson University - G. Raymond Chang School Of Continuing Education.

What skills is Jason Bernstein, Cfa known for?

Jason Bernstein, Cfa has skills like Investments, Capital Markets, Corporate Finance, Valuation, Microsoft Excel, Small Business, Hedge Funds, Equities, Marketing Strategy, Microsoft Office, Private Equity, Finance.

Who are Jason Bernstein, Cfa's colleagues?

Jason Bernstein, Cfa's colleagues are Ibrahim Shaer, Tamaz Andguladze, Mba, Cfa, Derek Duong, Anas Ibrahim, Phd.

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