About Us Bernstein Financial Advisory

John Bernstein

Founder of Bernstein Financial Advisory

More than 25 years of experience in the investment management industry.

Living in Minnesota, John embraces the mantra that there is no such thing as bad weather, just the wrong clothes.

John has a daily consecutive exercise streak of more than 1,700 days.

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JOHN

BERNSTEIN

John Bernstein Financial Advisors Family

John Bernstein is a seasoned investment professional with more than 25 years of experience in the investment management industry. Before starting Bernstein Financial Advisory, he worked for Sit Investment Associates, an asset management firm with $13 billion* under management, which services a wide range of clients including institutional, high net worth, and retail. Among his responsibilities there, he conducted investment research and management, and led the monthly investment strategy meetings.

John was born in Manhattan and grew up in Northern New Jersey in a suburb of New York City. After graduation from high school, he attended Carleton College in Northfield, Minnesota. Fully believing in the value of a liberal arts education, and knowing that he would go on to a career in business, he earned a B.A. in geology. After graduating from Carleton, he worked for several years before going back to school for an M.B.A. at the University of Minnesota Carlson School of Management.

John has four children, 3 daughters and a son, who range in age from 14 to 22. After many years of coaching his kids’ sports, he now enjoys his role as a spectator and being their number one fan!

Having moved to Minnesota, John embraces the mantra that there is no such thing as bad weather, just the wrong clothes. He has been teaching skiing at a local ski area for more than 30 years. He also enjoys exercising and staying fit through running, boxing, weightlifting, rollerblading, and using a Peloton bike. He currently has a daily consecutive exercise streak of more than 1,700 days (a little over 4 ½ years). John also enjoys travel to unusual destinations. Finally, he particularly enjoys trying out new restaurants, breweries, distilleries, and craft cocktail bars with his friends and family.

* Source: Sit Investment Associates, Inc. Firm Brochure Form ADV Part 2A, dated March 19, 2019.

PROFESSIONAL AFFILIATIONS

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of fee-only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients like you.

The Financial Planning Association of Minnesota's primary goal is to benefit the public by helping to ensure that financial planning is delivered through proficient, ethical financial planners.

John Bernstein was a portfolio manager for the Sit Balanced Fund from 2008-2016.

John Bernstein has served on the Capital Long-Range Improvement Committee for the City of Minneapolis since 2007, and is currently the Chair of the Transportation Task Force.

John has been a level 2 certified alpine ski instructor for more than 30 years. He has given lessons to people from age 4 - 40, and currently runs a program for teenagers who don't think they need lessons.