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.
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.
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 charter holder.
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