Our Team

Jonathan Bernstein:

jonathan.bernstein@stringeram.com
(281) 829-7009

Jonathan Bernstein, CIMA® serves as Vice President and Sales & Marketing Director for Stringer Asset Management, LLC (SAM). Mr. Bernstein is responsible for business development, marketing and communication. Prior to co-founding SAM, Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He has spent his career working with financial advisors on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, operations management, and is a frequent contributor to financial industry publications. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community.

Thomas McCarthy:

thomas.mccarthy@stringeram.com
(630) 561-1374

Thomas McCarthy serves as Regional Sales Director for Stringer Asset Management, LLC (SAM), covering the Great Lakes region. Mr. McCarthy is responsible for educating financial advisors in Illinois, Wisconsin, Michigan, Indiana, Minnesota, and Ohio on the Firm’s separately managed account portfolios and mutual funds. Prior to joining SAM, Mr. McCarthy worked with a variety of financial services organizations in a sales capacity helping them grow their assets under management through effective interaction with Financial Advisors. Mr. McCarthy earned a Bachelor of Science degree in Marketing from Marquette University and a Master of Business Administration in Finance from Loyola University.

Kenneth Hill:

ken.hill@stringeram.com
(973) 223-5050

Kenneth Hill serves as Regional Sales Director for Stringer Asset Management, LLC (SAM), covering the Northeast and Mid-Atlantic states. Ken’s background includes over 25 years of experience in investment products, sales and distribution. Prior to joining SAM, he was the Director of Sales and Distribution at an investment advisor. Ken has also held key sales and marketing positions with several other firms. His vast experience working with a variety of investment products, advisory practices, and clients make Ken a fantastic resource to advisors. His ability to simplify complex ideas and processes have helped him become an accomplished presenter and sought after industry speaker. Ken holds a Bachelor of Science degree in Economics from Kean University and resides in Wayne, NJ with his wife Meg. Ken enjoys golfing, skiing, and summers at the Jersey shore.

Why Invest With Us

  • Stringer Asset Management's core portfolios provide three very visual, easy to understand solutions. Our clients can see where they fall in the spectrum of available options and the well-defined portfolio that fits their plan objectives.
  • Investors want to know that during turbulent markets there is an effort to identify and take advantage of the opportunities that exist in every market, and allows for a tilt to a more environmentally relevant asset allocation regardless of what the general market is providing in terms of returns.
  • Our clients demand a strategy that attempts to protect their assets during extreme market downturns. The Cash Indicator (CI) offers a well-defined methodology to get out of the way during outlier events and back in when the markets begin to normalize. Importantly, the CI takes the emotion out of the decision making process.

YOUR SUCCESS Is How We Measure Ours

Studies suggest that investors tend to fall short of achieving the opportunities and returns presented by the financial markets.

 
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