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David Marc Berns
Oprichter bij Simplify Asset Management, Inc.
Actieve functies van David Marc Berns
Bedrijven | Functie | Begin | Einde |
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Simplify Asset Management, Inc.
![]() Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Chief Investment Officer | 01-01-2020 | - |
Oprichter | 01-01-2020 | - | |
Portefeuillebeheerder-Aandelen | 01-01-2020 | - |
Loopbaan van David Marc Berns
Eerdere bekende functies van David Marc Berns
Bedrijven | Functie | Begin | Einde |
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Fiduciary Trust International LLC
![]() Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Analyst-Equity | 30-03-2010 | 20-03-2015 |
Opleiding van David Marc Berns
Tufts University | Undergraduate Degree |
Massachusetts Institute of Technology | Doctorate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Chief Investment Officer | 2 |
Founder | 2 |
Analyst-Equity | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Fiduciary Trust International LLC
![]() Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |
Simplify Asset Management, Inc.
![]() Simplify Asset Management, Inc. Investment ManagersFinance Simplify Asset Management, Inc. (Simplify) is a SEC-registered investment advisor and holding firm headquartered in New York City. Simplify was founded by Paul Kim and David Berns in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. | Finance |
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