Alan and Jayusia Bernstein

filling out an application, taking the college boards, maybe even an interview and waiting anxiously for a decision. Not Jayusia. She went directly to the Admission Office of NYU, filled out the forms, talked to one of the assistant deans, and was accepted on the spot. I have no idea what she said-can only imagine! She graduated Phi Beta Kappa. And two years after that, NYU awarded her an MBA in investment finance. Jayusia ended up in the investment advisory department of Kidder Peabody, a leading investment firm at the time, where with a senior colleague offered investment advisory services emphasizing covered option writing to reduce portfolio risk and to enhance returns. Little did we know that her expertise in investment management would be critical to our second career. Yin and Yang Fast forward. Alan went from being an institutional oil analyst on Wall Street to joining a publicly held independent exploration company and then to starting up his own petroleum drilling and production company in the late 1970s, largely at the encouragement and financial support of Jayusia. When it became evident that the new company would survive, she resigned her position on Wall Street and joined him. In this phase, Alan was the managing partner. Though their company flourished, by the latter 1980s, the U.S. petroleum industry was floundering. So, in the early 1990s, Jayusia took the lead in founding Stratigraphic Asset Management, an SEC registered investment advisory firm. This time she is the managing partner. Jayusia manages the portfolios and I do the macro-economic and company analyses on which we base our decisions. We do it all, together. We understand one another [almost] perfectly.

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