Profiel
Bernie Kent is Chairman and Senior Advisor at Schechter Investment Advisors in Birmingham, Michigan.
Previously, Bernie was the Midwest Regional Partner in charge of Personal Financial Services for PricewaterhouseCoopers LLP, where he advised more than 25 CEOs of New York Stock Exchange-listed companies as well as 25 families with more than $100 million of net worth.
Bernie has been frequently quoted in numerous national periodicals including The Wall Street Journal, Forbes, Fortune, U.S.
News and World Report, Investor’s Business Daily, Business Week, Kiplinger’s, and Inc. In the Detroit area, he has appeared on the major television and radio stations and has been quoted in all major Detroit area newspapers.
Bernie was selected four times by Worth magazine as one of the top financial advisors in the country.
Bernie was one of the first CPAs in the state of Michigan to have earned the designation of Personal Financial Specialist (one of the specialized designations sponsored by the American Institute of Certified Public Accountants).
Formerly an adjunct lecturer in Taxation at Oakland University, he has taught numerous seminars for financial professionals and the general public and has authored articles for professional publications.
He co-authored five editions of PricewaterhouseCoopers Guide to Personal Financial Planning.
Currently, he writes articles about taxation and financial planning for forbes.com and Leimberg Information Services.
Bernie is a member of many legal/financial advisory committees and a board member of the Detroit Historical Society, where he chairs the Investment Committee.
Appointed by Governor Rick Snyder, Bernie served for six years on the Michigan State Police Retirement Board.
Actieve functies van Bernie Kent
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Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Consultant / Adviseur | 01-01-2014 |
Eerdere bekende functies van Bernie Kent
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Telemus Capital Partners LLC
Telemus Capital Partners LLC Investment ManagersFinance Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives. | Private Equity Investor | 31-12-2013 |
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Bedrijven in privébezit | 2 |
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Schechter Private Capital LLC
Schechter Private Capital LLC Investment ManagersFinance Schechter Private Capital LLC (Schechter Private Capital) is a private equity subsidiary of NFP Holdings LLC founded in 2016. The firm is headquartered in Birmingham, Michigan. | Finance |
Telemus Capital Partners LLC
Telemus Capital Partners LLC Investment ManagersFinance Telemus Capital Partners LLC provides objective financial advice to clients to help them plan and achieve their financial goals. The private company is based in East Lansing, MI. The company's services range from financial planning to wealth transfers, philanthropy, and education savings. The company assists clients in managing their personal balance sheets and developing asset allocation strategies that align with their objectives. | Finance |