Jonathan Sherman Email & Phone Number

New York, New York, Us

Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. Our advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams a destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.

New York, New York, Us

New York, New York, Us

Meet or exceed all account servicing and transactional SLA’s in support of four Financial Advisors, providing a “Royal Reach” experience to clients with total AUM of more than $2 billion Engage with advisors in order to develop understanding of client planning and asset allocation strategies, and then leverage into actionable insights Collaborate with a team of four in order to ensure effective prioritization and management of a dynamic workload Effectively triage and address a broad range of client requests via application of detailed technical knowledge and collaboration across multiple departments and internal resourcesDrive successful end-to-end handling of “super key” clients, serving as the primary point of contact, most recently in support of the onboarding of a $200 million client Maximize value of ongoing asset allocation and liquid net worth reports, through reflecting client preferences and long-term objectives in order to identify opportunities for portfolio growthProactively increase productivity and accuracy of client reports, in one instance leveraging automation to reduce preparation time and manual entry by 50%

Increased applications by 50% to a year-long fellowship program for high schoolers by initiating innovative advertising and marketing campaigns on social media outlets and at local community events. Led a team of 5 volunteer staff to plan, organize and implement 15 programs and events for a cohort of a dozen high school students to broaden their knowledge of the work world, politics, advocacy, entrepreneurship, and civics. Developed and coordinated a 4-day trip to Buffalo, which included having students engage in construction activity with Habitat for Humanity, and design unique lesson plans for multiple age groups at the local Jewish day school. Organized a 3-part program aimed at enhancing the students political awareness, advocacy skills, and project-making and public speaking abilities, including presentations in front of a panel of 4 judges sourced from local and national statespeople, covering topics such as Environment, Technology and Medicine, and culminating in a 3-day trip to Washington D.C for the AIPAC Policy Conference. Created a panel of local business entrepreneurs to share advice and insight on the marks of a successful business person and community contributor. Exceeded fundraising goal by over 10% for largest fundraising program of the year, by managing ticket sales and increasing sales volume with efficient service

Assisted in generating over $2 million in new investment activity by analyzing more than 10 gas and oil sector companies’ financial statements in support of client meetings and investment strategies. Generated recommendations by tracking and assessing performance of over 10 REIT companies in an investment portfolio, which drove improved KPI’s. Presented key takeaways from an investment analysis conference to energy team and led discussion regarding the long-term implications of the findings

New York, Ny, Us

Managed and trained four new associates on all new client account onboarding processes for insurance and investment accounts, ensured accuracy and compliance, and enabled timely booking of revenue. Administered over 500 insurance and investment client accounts totaling more than $40 million and met or exceeded all account servicing and transactional SLAs. Effectively addressed and resolved urgent client issues, including tax related issues, by collaborating with the investment companies and clients, as well as processing several tasks in parallel, to insure a quick turnaround. Provided investment and marketing support to the principle in preparing reports and materials for meetings with high net worth individuals more than 10 times a week

Rabbinic Ordination, Theology

Bachelor Of Arts (Ba), Economics