![David Marc Berns](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
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.
David Marc Berns active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 2019-12-31 |
Former positions of David Marc Berns
| Companies | Position | End |
|---|---|---|
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 | 2015-03-19 |
Training of David Marc Berns
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
26
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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