Jonathan D. Stern

Managing Director at Fundamental Advisors LP

Jonathan D. Stern

Jonathan D. Stern

Managing Director at Fundamental Advisors LP

Biography

Mr. Jonathan D. Stern is a Managing Director at Fundamental Advisors LP. He is a member of the Investment Team. His focus areas at Fundamental include senior care, healthcare, tribal gaming, affordable housing, student housing, and credit/opportunistic investments. While at Fundamental, he has held leadership roles on several large senior care transactions as well as serving on a restricted creditor committee in connection with a multi-billion dollar debt restructuring.Mr. Stern graduated from Bucknell University in May 2007 with a B.A. in history. While attending college, he worked in the educational publishing industry for several years and also spent time as a legal assistant at Nassau Suffolk Law Services Committee Inc., a non-profit law firm specializing in poverty law.

Overview
RelSci Relationships

27

Relationships
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Co-Founder at Fundamental Advisors LP

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Chief Financial Officer at Fundamental Advisors LP

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General Counsel & Chief Compliance Officer at Fundamental Advisors LP

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Managing Director at Fundamental Advisors LP

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Managing Director at Fundamental Advisors LP

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Director of Finance at Fundamental Advisors LP

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Fund Advisor at Fundamental Advisors LP

Relationship likelihood: Average

Fund Advisor at Fundamental Advisors LP

Relationship likelihood: Average

Fund Advisor at Fundamental Advisors LP

Relationship likelihood: Average

Fund Advisor at Fundamental Advisors LP

Relationship likelihood: Average

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Jonathan D. Stern
Managing Director at Fundamental Advisors LP
Education

Established in 1846 as the University at Lewisburg; renamed Bucknell University in 1886 in honor of William Bucknell, a major benefactor. The University is highly selective, private, nonsectarian, coeducational (since 1883), residential, and undergraduate, with a small graduate program.

Career History
Managing Director
Current

Fundamental Advisors LP invests in affordable housing, senior care, infrastructure, alternative energy and hospitality. Investments take many forms, including distressed municipal debt, controlling interests in real assets and direct lending to other bespoke specialty finance transactions. On an opportunistic basis, it also seeks to acquire minority interests in municipal securities that are mispriced due to technical dislocations or idiosyncratic factors.

Other Affiliations

Jonathan D. Stern is affiliated with Fundamental Advisors LP

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