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Jonathan Stern, CFA


+1 212 207 1015

Mr. Stern joined Berkshire Capital in 1998.  During his career at the firm, he has completed transactions involving institutional asset management, mutual fund, wealth management, and securities firms.  Jon currently co-heads the firm’s institutional and mutual funds practice areas. 

Jon brings extensive transaction experience in financial services to Berkshire Capital assignments.  Prior to joining Berkshire Capital, Jon had spent his entire career at First Union and a predecessor bank, First Fidelity Bancorporation, beginning in 1984.  He has extensive experience in the corporate finance area focusing on M&A and capital planning, and was a Senior Vice President responsible for acquisitions and divestitures in the Northern part of First Union’s franchise.  Previously, he held other management roles within the finance division including asset/liability management and accounting & reporting.

Jon graduated from The Wharton School of the University of Pennsylvania with a BS degree in Economics and received an MBA in Finance from Rutgers University.  He is also a CFA charterholder.