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Brett Shane Bernstein
Directeur Général chez XML Financial Group LLC
Postes actifs de Brett Shane Bernstein
Sociétés | Poste | Début | Fin |
---|---|---|---|
So What Else | President | - | - |
XML Financial LLC
![]() XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Directeur Général | 01/01/2016 | - |
Fondateur | 01/01/2016 | - | |
XML Financial Group LLC
![]() XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Directeur Général | 01/01/2004 | - |
Fondateur | 01/01/2004 | - |
Historique de carrière de Brett Shane Bernstein
Anciens postes connus de Brett Shane Bernstein
Sociétés | Poste | Début | Fin |
---|---|---|---|
Eaglebank Foundation | Corporate Officer/Principal | - | - |
Lakewood Country Club, Inc.
![]() Lakewood Country Club, Inc. Movies/EntertainmentConsumer Services Lakewood Country Club, Inc. operates a club house and golf courses. | President | - | - |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - | - |
Formation de Brett Shane Bernstein
Robert H. Smith School of Business | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 2 |
President | 2 |
Chief Executive Officer | 2 |
Sectorielle
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
---|---|
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Eaglebank Foundation | Miscellaneous |
So What Else | |
Lakewood Country Club, Inc.
![]() Lakewood Country Club, Inc. Movies/EntertainmentConsumer Services Lakewood Country Club, Inc. operates a club house and golf courses. | Consumer Services |
XML Financial LLC
![]() XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Finance |
XML Financial Group LLC
![]() XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Commercial Services |
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