Steve Kern, Cfa

Steve Kern, Cfa Email and Phone Number

Vice President and Portfolio Manager at The de Burlo Group, Inc. @ The de Burlo Group, Inc.
boston, massachusetts, united states
Steve Kern, Cfa's Location
Boston, Massachusetts, United States, United States
Steve Kern, Cfa's Contact Details

Steve Kern, Cfa personal email

About Steve Kern, Cfa

Steve Kern, Cfa is a Vice President and Portfolio Manager at The de Burlo Group, Inc. at The de Burlo Group, Inc.. He possess expertise in investment management, asset allocation, fixed income portfolio management, bond markets, commercial real estate and 8 more skills.

Steve Kern, Cfa's Current Company Details
The de Burlo Group, Inc.

The De Burlo Group, Inc.

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Vice President and Portfolio Manager at The de Burlo Group, Inc.
boston, massachusetts, united states
Website:
deburlogroup.com
Employees:
9
Steve Kern, Cfa Work Experience Details
  • The De Burlo Group, Inc.
    Vice President And Portfolio Manager
    The De Burlo Group, Inc. Oct 2017 - Present
    Boston, Ma
    Responsible for all Fixed Income activities, including research, analysis, trading, and portfolio management. Collaborate with Equity Portfolio Managers to enhance the firm's overall investment performance.
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  • Montvale Investment Partners, Llc
    Founder And Principal
    Montvale Investment Partners, Llc Apr 2012 - Sep 2017
    Newton, Ma
    Fixed Income and Real Estate Strategies. Trademarked "Disciplined Defeasance" (TM) strategies: Proposals include "Opportunities in US Fixed Income Markets in a Rising Rate Environment", "Real Estate Debt Securities Fund", "Highly Levered AAA CMBS Strategy", a mixed use retail/apartment project in Boston, and several secondary school tax-exempt debt financing projects.
  • Income Research & Management
    Principal & Senior Portfolio Manager
    Income Research & Management Mar 2000 - Oct 2011
    Boston, Ma
    Launched and established the CMBS/ABS/MBS effort at this corporate bond boutique. Securitized AUM grew to $6 billion in 2011 from $0 in 2000. Total firm AUM grew to $30 billion from $3 billion during this time. Responsibilities included portfolio management, analysis, and trading, in addition to significant client service, product development, and consultant relationship duties.
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  • State Street Research & Management
    Vice President, Fixed Income Analyst
    State Street Research & Management Jan 1994 - Mar 2000
    Boston, Ma
  • Morningside North America
    Asset Management
    Morningside North America May 1992 - Sep 1992
    Newton, Ma
  • S.G. Philllips Constructors, Inc.
    Project Manager, Project Engineer
    S.G. Philllips Constructors, Inc. Dec 1988 - Jan 1992
    Waitsfield, Vt
  • Turner Construction Company
    Field Engineer, Crew Chief
    Turner Construction Company Aug 1986 - Dec 1988
    Columbus, Oh
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Steve Kern, Cfa Skills

Investment Management Asset Allocation Fixed Income Portfolio Management Bond Markets Commercial Real Estate Real Estate Development Real Estate Financing Asset Management Municipal Bonds Alternative Investments Non Profit Boards Endowments Construction Management

Steve Kern, Cfa Education Details

Frequently Asked Questions about Steve Kern, Cfa

What company does Steve Kern, Cfa work for?

Steve Kern, Cfa works for The De Burlo Group, Inc.

What is Steve Kern, Cfa's role at the current company?

Steve Kern, Cfa's current role is Vice President and Portfolio Manager at The de Burlo Group, Inc..

What is Steve Kern, Cfa's email address?

Steve Kern, Cfa's email address is ke****@****ail.com

What schools did Steve Kern, Cfa attend?

Steve Kern, Cfa attended Princeton University, Massachusetts Institute Of Technology, Boston College.

What skills is Steve Kern, Cfa known for?

Steve Kern, Cfa has skills like Investment Management, Asset Allocation, Fixed Income Portfolio Management, Bond Markets, Commercial Real Estate, Real Estate Development, Real Estate Financing, Asset Management, Municipal Bonds, Alternative Investments, Non Profit Boards, Endowments.

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