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Background of Firm & Principals


tratigraphic Asset Management, a private, closely held company, was founded in 1978 and has been registered as an Investment Adviser with the Securities and Exchange Commission since April, 1993. Stratigraphic manages the investment portfolios of its principals, high net worth individuals, pension and profit sharing plans, trusts, and corporations. The firm has over $100 million in publicly traded debt and equity securities under management.

Jayusia P. Bernstein, Chairman and Chief Investment Officer of Stratigraphic. Ms. Bernstein received an MBA degree in investment finance from New York University in 1974. 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. Ms. Bernstein has served on the investment committees that manage the endowments of two leading non-profit institutions in Miami, Florida.

Alan S. Bernstein, Cofounder and President of Stratigraphic. Mr. Bernstein received an MBA degree in finance from the Harvard Business School in 1966. During the period 1968–1972 Mr. Bernstein was a senior petroleum analyst with Loeb, Rhoades & Co. in New York. In addition to serving as President of Stratigraphic Asset Management, Mr. Bernstein was actively engaged in the domestic petroleum business until 1993. Mr. Bernstein is a trustee emeritus of Amherst College; a trustee of the Georges Lurcy Charitable and Educational Trust, a New York-based foundation; and a past trustee of the Ransom Everglades School of Miami. He is a founder and former treasurer and director of the Musical Arts Association of Miami, which supports the annual Miami residency of The Cleveland Orchestra. Mr. Bernstein is also a director emeritus of the Miami Music Project, which provides El Sistema-based classical music instruction for underserved youth of Miami.

Click on the photo to read an article on the Bernsteins (PDF, 1.5MB)