Steve Bernstein

Steve Bernstein is a prominent financial executive currently serving as the Senior Managing Director of Portfolio Management & Operations at Lone Star Funds, a global private equity firm based in Hong Kong. He has held this position since April 2016. Bernstein has a rich background in the financial services industry, with extensive experience in Asia, particularly in investment banking and asset management.

Career Highlights

• Lone Star Funds: As Senior Managing Director, Bernstein oversees portfolio management and operations across the Asia Pacific region.
• SinoPac Solutions and Services: Before joining Lone Star, he co-founded and served as CEO of this firm from 2012 to 2015.
• Oppenheimer Investments Asia: He was CEO here from 2009 to 2011, managing all Asian investment banking activities.
• Citigroup: Bernstein had a significant tenure at Citigroup, where he held various roles including Managing Director in Global Securities Services from 1998 to 2005.
• Salomon Brothers: He began his career at Salomon Brothers in 1983, where he spent 15 years working his way up to Managing Director.

Education and Other Roles

Bernstein holds a Bachelor of Science in Business Administration from Boston University and has been involved in educational initiatives as the founder of Inflection Point Intelligence, which collaborates with Henley Business School to offer programs in alternative investments and wealth management. He is also noted for his contributions to online education related to hedge funds and family offices.

Languages

He possesses elementary proficiency in Japanese, reflecting his extensive experience working in Japan and other parts of Asia throughout his career.

Overall, Steve Bernstein is recognized for his leadership in portfolio management and operations within the private equity sector, leveraging decades of expertise in financial services across various roles and companies.