Bernard Aaron Surovsky
Fondateur chez Measured Risk Portfolios, Inc.
Profil
Mr. Bernard A.
Surovsky is a Chief Investment Officer at Measured Risk Portfolios, Inc. He formed Measured Risk Portfolios, a registered investment advisor, in 2001.
Mr. Surovsky was previously employed as a Principal by MML INVESTORS SERVICES INC, a Principal by Independent Financial Group LLC, and a Principal by Massachusetts Mutual Life Insurance Co. (Investment Portfolio).
He graduated from the University of Cape Town with a Bachelor of Science in Construction Management and Economics.
He emigrated to the US in 1992 and passed the General Securities Representative Series 7 exam in 1996 and holds the designations of Certified Fund Specialist from the Institute of Business & Finance.
Postes actifs de Bernard Aaron Surovsky
| Sociétés | Poste | Début |
|---|---|---|
Measured Risk Portfolios, Inc.
 Measured Risk Portfolios, Inc. Investment ManagersFinance Measured Risk Portfolios, Inc. (MRPI) is an independent, SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Lawrence D. Kriesmer and Bernard A. Surovsky in 2001. Prior to December 2015, the firm operated under the name of Kingsroad Financial Insurance Services Inc., dba Measured Risk Portfolios. MRPI provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, foundations, trusts, and US corporations, as well as other investment advisers. | Fondateur | 01/01/2001 |
Anciens postes connus de Bernard Aaron Surovsky
| Sociétés | Poste | Fin |
|---|---|---|
Independent Financial Group LLC
 Independent Financial Group LLC Investment Banks/BrokersFinance Founded in 2003 by Scott Heising, Independent Financial Group LLC an investment firm and broker/dealer is a broker/dealer located in San Diego, California. The firm offers personalized services to individuals and institutional investors through their team of independent financial professionals. The firm's representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs and stocks and bonds. Independent Financial Group offers no proprietary investment products. The firm processes direct business accounts held through major mutual funds and insurance companies, as well as, brokerage business through their clearing partner, Pershing LLC, a subsidiary of the Bank of New York. Independent Financial Group provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 15/09/2017 |
MML Investors Services LLC
 MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Corporate Officer/Principal | 22/01/2007 |
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)
 Massachusetts Mutual Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets. | Corporate Officer/Principal | - |
Formation de Bernard Aaron Surovsky
| University of Cape Town | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Independent Financial Group LLC
Independent Financial Group LLC Investment Banks/BrokersFinance Founded in 2003 by Scott Heising, Independent Financial Group LLC an investment firm and broker/dealer is a broker/dealer located in San Diego, California. The firm offers personalized services to individuals and institutional investors through their team of independent financial professionals. The firm's representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs and stocks and bonds. Independent Financial Group offers no proprietary investment products. The firm processes direct business accounts held through major mutual funds and insurance companies, as well as, brokerage business through their clearing partner, Pershing LLC, a subsidiary of the Bank of New York. Independent Financial Group provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
MML Investors Services LLC
MML Investors Services LLC Investment ManagersFinance MML Investors Services, Inc. (MMLIS) is a SEC-registered broker-dealer and investment advisor headquartered in Springfield, Massachusetts. The firm was founded in 1981 and is principally owned by MassMutual Holding LLC, itself a subsidiary of Massachusetts Mutual Life Insurance Co. MMLIS generally provides advice to individuals, high net worth individuals, trusts, estates, endowments and foundations, Fidelity Charitable donor-advised accounts, business entities and/or qualified plans. | Finance |
Measured Risk Portfolios, Inc.
Measured Risk Portfolios, Inc. Investment ManagersFinance Measured Risk Portfolios, Inc. (MRPI) is an independent, SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Lawrence D. Kriesmer and Bernard A. Surovsky in 2001. Prior to December 2015, the firm operated under the name of Kingsroad Financial Insurance Services Inc., dba Measured Risk Portfolios. MRPI provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, foundations, trusts, and US corporations, as well as other investment advisers. | Finance |
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)
Massachusetts Mutual Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets. | Finance |
