Advisor

Jon Underkofler

Complexity in Wealth Requires an Evolved Advisor

Wealth is deeper than putting together investments for a client and takes an understanding of where they’ve been to determine where they can go. I serve as an advisor through complexity, a guide in uncertainty and an architect of community discovery.

What inspired you to join Bernstein?

For nearly three decades, I have worked for some of the largest banks on Wall Street and running my own investment firm. Within those experiences, I have garnered a unique perspective on what it means to truly serve our clients and be a fiduciary in all aspects…not just their wealth. I do not take the trust placed in me lightly and Bernstein represents those beliefs and philosophies. In times of financial turbulence, there isn’t a better firm that is more in tune with the private and public markets to execute for our clients and deliver for and in the communities we serve.

How have your values and personal background uniquely positioned you to work with your clients?

Family and community are instilled in everything I do.

As the youngest of 10 children, raised in a rural Alaskan town, it was instilled that the notion of family and community extends beyond the wall of our home and is the common thread that keeps us all interconnected. Each member of the community shares in the responsibility to support, protect and provide their individual expertise in order to help further advance the well-being of the greater public. I carry this building block of my philosophy with me to help clients put their wealth into perspective. Interaction and communication to develop an integrated plan, while providing extensive resources through community engagement, is the foundation of a sound strategy. This will protect the values of our clients and further advance their personal beliefs and missions.

What passions do you pursue outside of work?

Pursuit of knowledge and youth development. Perhaps the most important thing we can do as individuals to better ourselves, our work and our communities is the continuous pursuit of knowledge. Education means participation and this paves the way for progress and the acquisition of intellectual and material wealth on an individual and societal level. The only way I can continue to provide, in a meaningful contribution, to my clients and our community is by furthering my own knowledge and helping to ensure access to education for all. I have been deeply involved with the Denver Public Library and Denver Kids over the past decade with the commitment and belief to provide access to education for all—and ultimately enhance our local communities. I work very hard to instill these same values in my own children and help them understand the importance of the work done by these organizations and why it matters. Never stop learning, be part of something greater than yourself and give often.

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