Brent Burns Email & Phone Number
@assetdedication.com
3 phones found area 925 and 866
LinkedIn matched
Who is Brent Burns? Overview
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Brent Burns is listed as President & Co-Founder, Asset Dedication at Asset Dedication, a company with 8 employees, based in Mill Valley, California, United States. AeroLeads shows a work email signal at assetdedication.com, phone signal with area code 925, 866, and a matched LinkedIn profile for Brent Burns.
Brent Burns previously worked as President & Co-Founder at Asset Dedication. Brent Burns holds Bs, Industrial Organization from University Of California, Berkeley.
Email format at Asset Dedication
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AeroLeads found 1 current-domain work email signal for Brent Burns. Compare company email patterns before reaching out.
About Brent Burns
President and Co-founder of Asset Dedication, a fast growing turn-key investment management platform for RIAs. We combine fin-tech and our proprietary goals-based investment strategy to deliver a scalable, customized investment solution to the clients of financial planners. We bring back office efficiency, complex tax and portfolio management strategies, and our Critical Path goals-based reporting system to financial planning practices looking to outsource these functions and focus on growing client relationships and service. Robo advisor technology with the heart of a financial planner.Co-author of Asset Dedication (McGraw Hill 2005).Specialties: Public speaking, Fixed income portfolio management, Liability driven investing, Behavioral finance, RIA trends, Financial planning, Financial services technology integration*Disclosure: Per SEC regulations, all Endorsements for Skills & Expertise are unsolicited and not to be interpreted as client testimonials or recommendations.
Listed skills include Portfolio Management, Investments, Asset Allocation, Investment Strategies, and 8 others.
Brent Burns's current company
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Brent Burns work experience
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President & Co-FounderAsset Dedication is a Registered Investment Advisor, specializing in liability driven investing (LDI) and time-segmented portfolios for individuals. We bring pension fund-like institutional investment strategies to individual clients. Our strategies are based on original research highlighted in our book "Asset Dedication," published by McGraw Hill in 2005.
Colleagues at Asset Dedication
Other employees you can reach at assetdedication.com. View company contacts for 8 employees →
Mark Fineza
Colleague at Asset DedicationSeattle, Washington, United States, United States
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Daniel Yeoman
Colleague at Asset DedicationSanta Barbara, California, United States, United States
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Jason Romero
Colleague at Asset DedicationSan Francisco, California, United States, United States
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Tyler Shellman
Colleague at Asset DedicationVineyard, Utah, United States, United States
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Brent Burns education
Frequently asked questions about Brent Burns
Quick answers generated from the profile data available on this page.
What company does Brent Burns work for?
Brent Burns works for Asset Dedication.
What is Brent Burns's role at Asset Dedication?
Brent Burns is listed as President & Co-Founder, Asset Dedication at Asset Dedication.
What is Brent Burns's email address?
AeroLeads has found 1 work email signal at @assetdedication.com for Brent Burns at Asset Dedication.
What is Brent Burns's phone number?
AeroLeads has found 3 phone signal(s) with area code 925, 866 for Brent Burns at Asset Dedication.
Where is Brent Burns based?
Brent Burns is based in Mill Valley, California, United States while working with Asset Dedication.
What companies has Brent Burns worked for?
Brent Burns has worked for Asset Dedication.
Who are Brent Burns's colleagues at Asset Dedication?
Brent Burns's colleagues at Asset Dedication include Mark Fineza, Daniel Yeoman, Jason Romero, and Tyler Shellman.
How can I contact Brent Burns?
You can use AeroLeads to view verified contact signals for Brent Burns at Asset Dedication, including work email, phone, and LinkedIn data when available.
What schools did Brent Burns attend?
Brent Burns holds Bs, Industrial Organization from University Of California, Berkeley.
What skills is Brent Burns known for?
Brent Burns is listed with skills including Portfolio Management, Investments, Asset Allocation, Investment Strategies, Financial Planning, Financial Services, Wealth Management, and Asset Management.
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