Steve Bernstein

Steve Bernstein is a prominent figure in the financial services industry, currently serving as the Senior Managing Director of Portfolio Management & Operations at Lone Star Funds, a global private equity firm. He is based in Hong Kong and has been with Lone Star since April 2016. In addition to his role at Lone Star, he is also a co-founder of Inflection Point Intelligence, which focuses on providing educational programs in alternative investments and wealth management, in collaboration with Henley Business School.12

Career Background

Bernstein's career spans several decades, beginning at Salomon Brothers in 1983, where he worked for 15 years. He later held various senior positions at Citi, including Managing Director and Chief Administrative Officer of Global Securities Services. His experience also includes leadership roles at Oppenheimer Investments Asia and SinoPac Solutions and Services, where he served as CEO.123 Notably, he has extensive experience in Asia, having spent five years in Japan during his tenure at Citigroup.1

Education

Steve Bernstein holds a Bachelor of Science in Business Administration (BSBA) from Boston University.12

Contributions and Impact

In addition to his operational leadership at Lone Star, Bernstein has contributed to the education sector by founding programs at Henley Business School that focus on hedge funds and family offices. His insights and experiences are also documented in his memoir titled There's A Book In Here Somewhere: Insignificant Events of My Life, which reflects on his career journey.34

Overall, Bernstein's extensive background in finance, particularly in private equity and asset management, positions him as a significant player in the industry.