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 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 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.
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.