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Who's Moving Where In Wealth Management? – Edward Jones, Bear Creek

Editorial Staff

8 November 2023

Edward Jones 
The financial services firm, , which serves high net worth individuals and other clients, has appointed Jonathan Stern as managing director.

Stern was previously an MD at Fundamental Advisors located in New York.

Besides his position at Bear Creek, Stern will co-lead the development and growth of a discretionary private investment platform.

Stern has more than 15 years of experience building business lines across a variety of sectors including housing, healthcare, energy, infrastructure, and municipal credit. He has accumulated expertise in distressed and performing credit, liquid securities and derivatives trading, and joint venture partnerships. 

As of December 31, 2022, Bear Creek had about $6.1 billion of assets under management on a discretionary basis. The business was formed in 2005 and is located in Denver, Colorado.