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Brett Shane Bernstein
Vorstandsvorsitzender bei XML Financial Group LLC
Ursprung des Netzwerks ersten Grades von Brett Shane Bernstein
Einheit | Art der Einheit | Industrie | |
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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.
3
| Subsidiary | Miscellaneous Commercial Services | 3 |
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.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brett Shane Bernstein
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Alzheimer’s Association
![]() Alzheimer’s Association Miscellaneous Commercial ServicesCommercial Services The Alzheimer's Association is based in Chicago, IL and has subsidiaries in the United States. The Alzheimer's Association provides information and resources for Alzheimer's and other dementias. Alzheimer’s Association was founded in 1980. Joanne Pike has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Director/Board Member | |
Robert H. Smith School of Business | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Sektoral
Finance | 2 |
Commercial Services | 2 |
Consumer Services | 2 |
Operativ
Chief Investment Officer | 2 |
Founder | 2 |
Compliance Officer | 1 |
Corporate Officer/Principal | 1 |
Director/Board Member | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Robert D. Kantor | 5 |
Curtis Congdon | 1 |
Todd Kullen | 1 |
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