Jeffrey Biernat Email and Phone Number
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I am an investment advisor that specializes in retirement planning and 401(k) / 403(b) rollovers. I have extensive experience pro-actively managing investment portfolios in both up and down markets (I was an advisor during the crash of 1987). I have clients throughout the country who range in age from 25-92. At Gwynedd Wealth Partners, we are a fiduciary and Certified Financial Planner that does not have or promote proprietary products. Commissions are only charged on life insurance products. I live just outside of Philadelphia and have been married to my wife Mardi for over 30 years. We have two children and two very active Flat Coated Retriever dogs. I am an avid sports fan (whatever game is on I will watch it) and struggling golfer.If you are interested in having a conversation to see if I can be of help, here is a link to my calendar: https://calendly.com/jeff-biernat My website is: www.gwyneddwealthpartners.com I look forward to speaking with you!
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Founder, CeoGwynedd Wealth Partners 2012 - PresentPlymouth Meeting, Pa, UsOver 30 years experience in the Investment Management industry. Specific expertise in managing investment portfolios, retirement planning and rollovers. We work with individuals and families that are nearing or are in retirement. Responsible for the day to day management of the firm.
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Founder, CeoGwynedd Wealth Solutions Jan 2012 - PresentPlymouth Meeting, Pennsylvania, UsGwynedd Wealth Solutions provides business valuations and insurance solutions to business owners and their families. We work for you, the business owner. We determine the value of your business and the best firm to sell your business. We also provide a full range of insurance solutions. -
Svp - Client Account ManagementBank Of New York Mellon 2005 - 2011New York, Ny, UsFormerly PNC Managed Investments. Built and was responsible for four separate functional areas: Sales, Marketing, Relationship Management and Client Services. Member of the Senior Management team that developed the strategic direction for the firm. Responsible for managing all client accounts totaling over $100 Billion in assets. -
Vp - Head Of New Business DevelopmentCurian Capital 2002 - 2005UsResponsible for managing all aspects of institutional new business development across the United States. Member of the Senior Management team that devised the corporate strategy for the expansion of institutional asset distribution including ETF's, SMA's and Mutual Funds. -
Vp - Southeast Regional Director, Institutional Funds GroupJ.P. Morgan 1999 - 2001New York, Ny, UsResponsible for establishing and expanding the distribution of all JP Morgan investment products with Registered Investment Advisors, Banks and Corporations in 16 Southeastern states. Represented all JPM Investment Management products including: Private Equity, Hedge Funds, Fund of Funds, Equities, Fixed Income, and Cash Management. -
Vp - Midwest Regional Director, Investment Advisory GroupSei Investments 1995 - 1999Oaks, Pa, UsResponsible for the expansion and the distribution of SEI's customized Investment Asset Allocation programs utilized by banks to resell to Defined Benefit / Defined Contribution plans, Endowments and Foundations. Managed 50 bank client relationships and was responsible for SEI's three largest bank asset management relationships. -
Vp - Investment Sales DirectorCiticorp Investment Services 1989 - 1995New York, New York, UsPart of the initial Senior management team that developed Citicorp's bank brokerage program. Personally established and developed several Investment Directorates for Citi in the New York metropolitan area and Connecticut. Recruited, trained, managed and was Supervisory Principal for 55 Registered Representatives.
Jeffrey Biernat Skills
Jeffrey Biernat Education Details
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University Of Denver - Daniels College Of BusinessFinance
Frequently Asked Questions about Jeffrey Biernat
What company does Jeffrey Biernat work for?
Jeffrey Biernat works for Gwynedd Wealth Partners
What is Jeffrey Biernat's role at the current company?
Jeffrey Biernat's current role is Retirement Planning Specialist || Fiduciary Advisor.
What is Jeffrey Biernat's email address?
Jeffrey Biernat's email address is je****@****ail.com
What is Jeffrey Biernat's direct phone number?
Jeffrey Biernat's direct phone number is +161090*****
What schools did Jeffrey Biernat attend?
Jeffrey Biernat attended University Of Denver - Daniels College Of Business.
What are some of Jeffrey Biernat's interests?
Jeffrey Biernat has interest in Civil Rights And Social Action, Education, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.
What skills is Jeffrey Biernat known for?
Jeffrey Biernat has skills like Asset Management, Portfolio Management, Investments, Equities, Mutual Funds, Investment Advisory, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Asset Managment, Private Equity.
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