Jon UndeKofler
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Jon is a Vice President for Bernstein Private Wealth Management in the Rocky Mountain Region. As a Vice President he is responsible for strategic development of client relationships and professional alliances in the communities we serve. Underkofler has over 25 years of banking, investment management, and financial planning experience, as well as, professional expertise in financial, estate, retirement, and charitable planning. He joined Bernstein from BNY Mellon where he was the director of the overall wealth management strategy, including new business and relationship development of the firms clientele in the Rocky Mountain Region. Prior to that he held positions with Wells Fargo, JPMorgan Chase, and Citigroup Smith Barney working in banking and financial advisory roles respectively.
Underkofler attended Arizona State University studying Economics and then went on to further his education at Northwestern University for a Master’s in Finance. In addition, he has received designations as a Chartered Retirement Planning Counselor (CRPC®), an Accredited Asset Management Specialist (AAMS®), and is a Certified Exit Planning Advisor (CEPA®). |