作者: David Berns

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DAVID M. BERNS, PHD, is the Chief Investment Officer and cofounder of Simplify ETFs where he leads the development of novel investment strategies that help advisors produce better outcomes for their clients. David began his finance career at a $5 billion multi-family office where he developed cutting-edge asset allocation, portfolio management, and risk management systems for managing private and institutional wealth across both liquid and illiquid asset classes. David then pivoted to developing short- and intermediate-term investment strategies that, once layered on top of a client”s long-term strategic asset allocation, improve both return and risk metrics. David is also the founder and inventor of Portfolio Designer, a cloud-based asset allocation platform empowering advisors to reclaim the asset allocation component of their fiduciary responsibility. David has a Ph D in Physics from the Massachusetts Institute of Technology in the field of Quantum Computation and currently lives in New York City with his wife Carolee and son Henry.




1 电子书 David Berns

David M. Berns: Modern Asset Allocation for Wealth Management
An authoritative resource for the wealth management industry that bridges the gap between modern perspectives on asset allocation and practical implementation An advanced yet practical dive into the …
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€25.99