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Kenneth M. Bernard
Algemeen Directeur bij
Bernard Wealth Management Corp.
Profiel
Kenneth M.
Bernard is the founder of Bernard Wealth Management Corp., serving as Chief Compliance Officer & President since 2011.
Formerly, work included Portfolio Manager at Sigma Investment Counselors, Inc. from 1999 to 2007 and Principal at EDS Ventures.
Education includes undergraduate and MBA degrees from the University of Michigan.
Actieve functies van Kenneth M. Bernard
| Bedrijven | Functie | Begin |
|---|---|---|
Bernard Wealth Management Corp.
 Bernard Wealth Management Corp. Investment ManagersFinance Provides investment advice | Algemeen Directeur | 01-01-2011 |
Eerdere bekende functies van Kenneth M. Bernard
| Bedrijven | Functie | Einde |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Hoofd Techniek/Wetenschap/O&O | 01-06-2007 |
EDS Ventures
 EDS Ventures Investment ManagersFinance EDS Ventures targets private companies with the following profile: leading-edge technology, a scalable business model, management depth and expertise, high-growth market opportunity, strong competitive advantage, differentiated products or services and an appropriate valuation. | Corporate Officer/Principal | - |
Opleiding van Kenneth M. Bernard
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
7
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Finance |
EDS Ventures
EDS Ventures Investment ManagersFinance EDS Ventures targets private companies with the following profile: leading-edge technology, a scalable business model, management depth and expertise, high-growth market opportunity, strong competitive advantage, differentiated products or services and an appropriate valuation. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bernard Wealth Management Corp.
Bernard Wealth Management Corp. Investment ManagersFinance Provides investment advice | Finance |
