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David M. Berns, Phd Email & Phone Number

CIO and Cofounder at Simplify Asset Management
Location: New York, United States 6 work roles 2 schools
1 work email found @simplify.us 1 phone found area 781 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@simplify.us
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Simplify Asset Management
Role
CIO and Cofounder
Location
New York, United States
Company size
80 employees

Who is David M. Berns, Phd? Overview

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Quick answer

David M. Berns, Phd is listed as CIO and Cofounder at Simplify Asset Management, a with 80 employees, based in New York, United States. AeroLeads shows a work email signal at simplify.us, phone signal with area code 781, and a matched LinkedIn profile for David M. Berns, Phd.

David M. Berns, Phd previously worked as CIO & Cofounder at Simplify Asset Management and Founder at Portfolio Designer. David M. Berns, Phd holds Doctor Of Philosophy (Phd), Physics from Massachusetts Institute Of Technology.

Company email context

Email format at Simplify Asset Management

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*@simplify.us
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AeroLeads found 1 current-domain work email signal for David M. Berns, Phd. Compare company email patterns before reaching out.

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Profile bio

About David M. Berns, Phd

David is the Chief Investment Officer and Cofounder of Simplify ETFs, a new ETF provider focused on helping advisors build better portfolios. David has spent his entire career specializing in quantitative strategic and tactical asset allocation solutions, with a heavy focus on risk management for private and institutional wealth across liquid and illiquid asset classes. David is the author of "Modern Asset Allocation for Wealth Management" from Wiley and Founder of Portfolio Designer, a cost-effective cloud-based solution for real-world asset allocation.

Listed skills include Trading, Risk Management, Quantitative Finance, Asset Allocation, and 11 others.

Current workplace

David M. Berns, Phd's current company

Company context helps verify the profile and gives searchers a useful next step.

Simplify Asset Management
Simplify Asset Management
CIO and Cofounder
New York, NY, US
Website
simplify.us
Employees
80
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Company profile
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6 roles · 19 years

David M. Berns, Phd work experience

A career timeline built from the work history available for this profile.

Founder

Current
Portfolio Designer

New York, Ny, Us

Helping advisors clearly define their investment philosophy and process with world-class methods at minimal costs.

Jul 2019 - Present

Managing Director

Nasdaq

New York, Ny, Us

SaaS Solutionso Created web-based research content and portfolio management tools to help advisors tactically manage client portfolios.Product Developmento Developed systematic, ETF-based asset allocation strategies for deployment within ETF, SMA, and Model Platform wrappers.

Apr 2018 - Jun 2019

Founder

Dmb Trading

Prop Tradingo Traded private capital on day and swing horizons using a purely technical investment process across all US-based futures.Strategy Developmento Developed three systematic technical strategies based on simple behavioral tendencies of traders, applicable from hourly to weekly bars.

Mar 2015 - Mar 2018

Vice President

Athena Capital Advisors

Asset Allocationo Responsible for the design and implementation of strategic asset allocation model portfolios across liquid and illiquid asset classes.Portfolio Managemento Designed and managed a systematic portfolio management process for our advisory team, including investment policy templates, peer portfolio reviews, and a model portfolio framework.

2008 - 2015 ~7 yrs
Team & coworkers

Colleagues at Simplify Asset Management

Other employees you can reach at simplify.us. View company contacts for 80 employees →

PN Paisley Nardini, Cfa, Caia Paisley Nardini, Cfa, Caia Colleague at Simplify Asset ManagementNewport Beach, California, United States View → AK Andy Kim Andy Kim Colleague at Simplify Asset ManagementNew York, United States View → CC Cindy Colombo Cindy Colombo Colleague at Simplify Asset ManagementNew York City Metropolitan Area, United States View → SP Sam Park Sam Park Colleague at Simplify Asset ManagementAtlanta, Georgia, United States View → JK Jimmy Kim Jimmy Kim Colleague at Simplify Asset ManagementNew York, United States View → NK Nathan Kim Nathan Kim Colleague at Simplify Asset ManagementHanover, New Hampshire, United States View → BK Brian Kelleher Brian Kelleher Colleague at Simplify Asset ManagementNew York, United States View → KM Ken Miller Ken Miller Colleague at Simplify Asset ManagementLos Angeles Metropolitan Area, United States View → JS Jeff Schwarte, Cfa Jeff Schwarte, Cfa Colleague at Simplify Asset ManagementDes Moines Metropolitan Area, United States View → EG Ella Green Ella Green Colleague at Simplify Asset ManagementPhiladelphia, Pennsylvania, United States View →
2 education records

David M. Berns, Phd education

Doctor Of Philosophy (Phd), Physics

Massachusetts Institute Of Technology

Bachelor Of Science (Bs), Engineering Physics

Tufts University
FAQ

Frequently asked questions about David M. Berns, Phd

Quick answers generated from the profile data available on this page.

What company does David M. Berns, Phd work for?

David M. Berns, Phd works for Simplify Asset Management.

What is David M. Berns, Phd's role at Simplify Asset Management?

David M. Berns, Phd is listed as CIO and Cofounder at Simplify Asset Management.

What is David M. Berns, Phd's email address?

AeroLeads has found 1 work email signal at @simplify.us for David M. Berns, Phd at Simplify Asset Management.

What is David M. Berns, Phd's phone number?

AeroLeads has found 1 phone signal(s) with area code 781 for David M. Berns, Phd at Simplify Asset Management.

Where is David M. Berns, Phd based?

David M. Berns, Phd is based in New York, United States while working with Simplify Asset Management.

What companies has David M. Berns, Phd worked for?

David M. Berns, Phd has worked for Simplify Asset Management, Portfolio Designer, Nasdaq, Dmb Trading, and Athena Capital Advisors.

Who are David M. Berns, Phd's colleagues at Simplify Asset Management?

David M. Berns, Phd's colleagues at Simplify Asset Management include Paisley Nardini, Cfa, Caia, Andy Kim, Cindy Colombo, Sam Park, and Jimmy Kim.

How can I contact David M. Berns, Phd?

You can use AeroLeads to view verified contact signals for David M. Berns, Phd at Simplify Asset Management, including work email, phone, and LinkedIn data when available.

What schools did David M. Berns, Phd attend?

David M. Berns, Phd holds Doctor Of Philosophy (Phd), Physics from Massachusetts Institute Of Technology.

What skills is David M. Berns, Phd known for?

David M. Berns, Phd is listed with skills including Trading, Risk Management, Quantitative Finance, Asset Allocation, Scientific Programming, Portfolio Management, Investments, and Asset Management.

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