David Marc Berns
Founder at Simplify Asset Management, Inc.
Network origin in David Marc Berns first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
28
| Subsidiary | Investment Managers | 28 |
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.
8
| Holding Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Marc Berns via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Hartford Investment Management Co.
 Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal | |
Segal Advisors, Inc.
 Segal Advisors, Inc. Investment ManagersFinance Segal Advisors, Inc. provides investment consulting services. The firm offers asset allocation and investment strategies, assets-liability modeling, performance measurement, retire fund, model portfolios, defined contribution consulting and fiduciary services. It provides consulting advice and outsourcing solutions to plan sponsors. The firm offers investment programs through a broad range of customized solutions designed to assist clients at every stage of the investment process. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin Analyst-Equity Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Graduate Degree Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| Bentley University | College/University | Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Graduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
| Haas School of Business | College/University | Masters Business Admin | |
| Yale University | College/University | Undergraduate Degree | |
Scout VC LLC
 Scout VC LLC Investment ManagersFinance Scout VC LLC (Scout ventures) is a venture capital firm founded in 2009 by Brad C. Harrison. The firm is headquartered in New York. | Investment Managers | Director/Board Member | |
| Suffolk University | College/University | Graduate Degree | |
John Hancock Funds, Inc.
 John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Brandeis University | College/University | Undergraduate Degree | |
| Wallace E Carroll School of Management | College/University | Masters Business Admin | |
| University of New Hampshire | College/University | Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree | |
Smith College
 Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree | |
| St Catherine's College | College/University | Graduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Cap Gemini Ernst & Young Canada, Inc.
 Cap Gemini Ernst & Young Canada, Inc. Information Technology ServicesTechnology Services Part of Capgemini SE, Cap Gemini Ernst & Young Canada, Inc. is a Canadian company that provides management and IT consultancy services. The company is based in Calgary, Canada. | Information Technology Services | Consultant / Advisor | |
| Lehigh University | College/University | Undergraduate Degree | |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities. | Investment Managers | Corporate Officer/Principal | |
| Prism Ventures LLC | Corporate Officer/Principal | ||
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Portfolio Manager-Fixed Income | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
| Indian Institute of Technology New Delhi | College/University | Undergraduate Degree | |
Anfield Capital Management LLC
 Anfield Capital Management LLC Investment ManagersFinance Anfield Capital Management LLC (Anfield Capital) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by David Young in 2009 and is a subsidiary of Anfield Group LLC, which is wholly-owned by The David Young and Sandra G. Glain Family Trust. Anfield Capital offers discretionary investment management services to investment advisers, registered investment companies (mutual funds and ETFs), and in select cases to private and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
| Dartmouth College | College/University | Undergraduate Degree | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
Ellington Management Group LLC
 Ellington Management Group LLC Investment ManagersFinance Ellington Management Group LLC (Ellington) is a SEC-registered investment advisor and hedge fund manager headquartered in Old Greenwich, Connecticut. The firm was founded in 1994 and is primarily owned by Michael Vranos indirectly through his ownership interest in Ellington’s majority owner, EMG Holdings LP. Ellington provides investment advice to pooled investment vehicles and institutional managed accounts. | Investment Managers | Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 42 |
| Spain | 2 |
| United Kingdom | 2 |
| Canada | 2 |
| India | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 15 |
| Commercial Services | 3 |
| Technology Services | 3 |
Operational
| Corporate Officer/Principal | 67 |
| Undergraduate Degree | 34 |
| Portfolio Manager-Equities | 20 |
| Masters Business Admin | 16 |
| Analyst-Equity | 16 |
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