Lex Bernstein
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Lex Bernstein Email & Phone Number

Incoming Investment Banking Analyst at Stifel Institutional
Location: Washington Dc-Baltimore Area, United States 13 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Incoming Investment Banking Analyst
Location
Washington Dc-Baltimore Area, United States
Company size

Who is Lex Bernstein? Overview

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Quick answer

Lex Bernstein is listed as Incoming Investment Banking Analyst at Stifel Institutional, a with 297 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Lex Bernstein.

Lex Bernstein previously worked as President at Smith Finance Group and Club Member at Smith Finance Group. Lex Bernstein holds Bachelor Of Science - Bs, Finance And Information Systems from University Of Maryland.

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Email format at Stifel Institutional

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Stifel Institutional

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Profile bio

About Lex Bernstein

Finance & Information Systems student with 5+ years of personal portfolio management, entrepreneurship, social media management, and customer relations experience. Versatile and adaptive business professional with experience in small business ownership, financial research, financial modeling, and data analytics. As an entrepreneur, I pursue my passions and break boundaries in business.As an Investment Banking Summer Analyst at AZL Capital Advisors, I worked on two live deals, where I conducted intrinsic and relative valuation analyses, including discounted cash flow (DCF), leveraged buyout (LBO), precedent transaction analysis, and comparable company analysis to determine the fair value of enterprises. Additionally, I performed extensive financial modeling to support strategic decision-making for senior bankers.I also founded a tutoring company for struggling children during the pandemic, TutoringintheQ. Through digital advertising and networking, I was able to offer free assistance to less fortunate children in the Maryland and Virginia areas during online school.When I'm not trying to explore new revenues of income or networking, you can find me on the ice rink, relieving my stress and pursuing my passion for mental and physical health.Proficiencies - Bloomberg Terminals, Financial Modeling, Trading Platforms, Risk Management, Investment Strategies, Stock Pitches, Office 365, Research Reports, ZoomInfo

Current workplace

Lex Bernstein's current company

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Stifel Institutional
Stifel Institutional
Incoming Investment Banking Analyst
New York, NY, US
Employees
297
AeroLeads page
13 roles

Lex Bernstein work experience

A career timeline built from the work history available for this profile.

Investment Banking Fall & Spring Analyst

Rockville, Maryland, United States

Healthcare IT & RCM team

Investment Banking Summer Analyst

Boston, Massachusetts, United States

Generalist team

Jun 2024 - Aug 2024

Business Development Specialist

Baltimore, Maryland, United States

Development of a CRM data system to streamline the sales process.

May 2024 - Aug 2024

Club Associate

Potomac, Maryland, United States

Plans included develop a business plan, and engage in a competition in which we pitched our formally, well-crafted business plan/idea to a panel of judges.

Sep 2020 - Jun 2022

Property Manager

Gaithersburg, Maryland, United States

Sep 2018 - May 2022

Entrepreneur

Bernstein Squat Co.

Washington Dc-Baltimore Area

Built/sold squat/bench racks during the pandemic to provide an alternative training tool for gym goers working out at home. Involved in all aspects of product development(design, carpentry, modeling, cementing). Sold more than 35 units @$150 each.

Jan 2019 - Jan 2022
3 education records

Lex Bernstein education

Education record

AP scholar with Honors, school honor roll(grades 9-12), GPA-3.89 unweighted 4.72 weighted, varsity hockey and lacrosse state champion.

FAQ

Frequently asked questions about Lex Bernstein

Quick answers generated from the profile data available on this page.

What company does Lex Bernstein work for?

Lex Bernstein works for Stifel Institutional.

What is Lex Bernstein's role at Stifel Institutional?

Lex Bernstein is listed as Incoming Investment Banking Analyst at Stifel Institutional.

Where is Lex Bernstein based?

Lex Bernstein is based in Washington Dc-Baltimore Area, United States while working with Stifel Institutional.

What companies has Lex Bernstein worked for?

Lex Bernstein has worked for Stifel Institutional, Smith Finance Group, Greenberg Advisors, Llc, Smith Equity Research, and International Economics And Finance Society.

How can I contact Lex Bernstein?

You can use AeroLeads to view verified contact signals for Lex Bernstein at Stifel Institutional, including work email, phone, and LinkedIn data when available.

What schools did Lex Bernstein attend?

Lex Bernstein holds Bachelor Of Science - Bs, Finance And Information Systems from University Of Maryland.

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