Profile
Ms. Jayusia P.
Bernstein is Chairman & Chief Investment Officer at Stratigraphic Asset Management, Inc.
During the period 1975–1978, she was an officer of Webster Management, the investment adviser subsidiary of Kidder, Peabody & Company in New York.
Between 1978 and 1993, Ms. Bernstein managed family investments and a family-controlled independent oil exploration and production company.
She has served on the investment committees that manage the endowments of two leading non-profit institutions in Miami, Florida.
Ms. Bernstein received an MBA degree in investment finance from New York University in 1974.
Former positions of Jayusia Perelman Bernstein
| Companies | Position | End |
|---|---|---|
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 31/12/1977 |
Stratigraphic Asset Management, Inc.
 Stratigraphic Asset Management, Inc. Investment ManagersFinance Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities. | Chief Executive Officer | - |
Training of Jayusia Perelman Bernstein
| New York University | Masters Business Admin |
| Washington College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Stratigraphic Asset Management, Inc.
Stratigraphic Asset Management, Inc. Investment ManagersFinance Stratigraphic Asset Management, Inc. (SAM) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded in 1993 by Jayusia and Alan Bernstein. SAM’s clients are principally high-net-worth individuals who require portfolio management services for their individual investments, retirement accounts, trusts, foundations, corporations, and other related entities. | Finance |
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