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Jonathan Fung
Vice President at Bernstein Global Wealth Management
Jonathan Fung is the Vice President at Bernstein Global Wealth Management, where he leverages his expertise in financial management to assist clients with complex wealth challenges. He is based in Denver, Colorado, and has a background that includes a Bachelor of Science degree from the Colorado School of Mines.35
In addition to his role at Bernstein, Fung is involved with the Rose Community Foundation, contributing to various committees aimed at fostering community development and philanthropy.24 His professional focus includes helping high-net-worth individuals and families navigate investment planning and multigenerational wealth transfer strategies.12
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Location
Denver, Colorado, United States
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