Profiel
Dr. David M.
Berns is a Chief Investment Officer & Co-Founder at Simplify Eqls LLC and a Chief Investment Officer & Co-Founder at Simplify Asset Management, Inc.
Prior to co-founding Simplify Asset Management, Inc. in 2020, Mr. Berns is most recently the founder and inventor of Portfolio Designer, LLC, a cloud-based asset allocation platform helping advisors build customized portfolios.
Dr. Berns has a PhD in Physics from the Massachusetts Institute of Technology in the field of Quantum Computation.
Actieve functies van David Marc Berns
| Bedrijven | Functie | Begin |
|---|---|---|
Simplify Asset Management, Inc.
Simplify Asset Management, Inc. Investment ManagersFinance Simplify focuses on identifying the most critical portfolio challenges today, both market-based and client-based, and how to directly address them by intelligently deploying options. | Oprichter | 01-01-2020 |
Eerdere bekende functies van David Marc Berns
| Bedrijven | Functie | Einde |
|---|---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Analyst-Equity | 20-03-2015 |
Opleiding van David Marc Berns
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance FTI’s core investment strategy is based on the endowment model, which structures fully diversified portfolios that focus on strong and sustainable risk-adjusted returns over a long-term investment horizon. The firm considers two broad factors to create an investment strategy and portfolio: client-specific investment objectives and overall market research. They implement asset allocation strategies with the use of a mix of alpha and beta instruments, such as long and short structures (i.e., hedge funds), active long-only managers, and passive investment vehicles. | Finance |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
Tufts University
Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Simplify Asset Management, Inc.
Simplify Asset Management, Inc. Investment ManagersFinance Simplify focuses on identifying the most critical portfolio challenges today, both market-based and client-based, and how to directly address them by intelligently deploying options. | Finance |
















