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Kenneth M. Bernard
Directeur Général chez
Bernard Wealth Management Corp.
Profil
Kenneth M.
Bernard is the founder of Bernard Wealth Management Corp., serving as Chief Compliance Officer & President since 2011.
Formerly, work included Portfolio Manager at Sigma Investment Counselors, Inc. from 1999 to 2007 and Principal at EDS Ventures.
Education includes undergraduate and MBA degrees from the University of Michigan.
Postes actifs de Kenneth M. Bernard
| Sociétés | Poste | Début |
|---|---|---|
Bernard Wealth Management Corp.
 Bernard Wealth Management Corp. Investment ManagersFinance Provides investment advice | Directeur Général | 01/01/2011 |
Anciens postes connus de Kenneth M. Bernard
| Sociétés | Poste | Fin |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Directeur Technique/Scientifique/R&D | 01/06/2007 |
EDS Ventures
 EDS Ventures Investment ManagersFinance EDS Ventures targets private companies with the following profile: leading-edge technology, a scalable business model, management depth and expertise, high-growth market opportunity, strong competitive advantage, differentiated products or services and an appropriate valuation. | Corporate Officer/Principal | - |
Formation de Kenneth M. Bernard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Finance |
EDS Ventures
EDS Ventures Investment ManagersFinance EDS Ventures targets private companies with the following profile: leading-edge technology, a scalable business model, management depth and expertise, high-growth market opportunity, strong competitive advantage, differentiated products or services and an appropriate valuation. | Finance |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bernard Wealth Management Corp.
Bernard Wealth Management Corp. Investment ManagersFinance Provides investment advice | Finance |
