Steve Kern, Cfa
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Steve Kern, Cfa Email & Phone Number

Vice President and Portfolio Manager at The de Burlo Group, Inc. at The de Burlo Group, Inc.
Location: Boston, Massachusetts, United States 7 work roles 3 schools
2 work emails found @deburlogroup.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@deburlogroup.com
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Current company
Role
Vice President and Portfolio Manager at The de Burlo Group, Inc.
Location
Boston, Massachusetts, United States
Company size

Who is Steve Kern, Cfa? Overview

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Quick answer

Steve Kern, Cfa is listed as Vice President and Portfolio Manager at The de Burlo Group, Inc. at The de Burlo Group, Inc., a with 9 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at deburlogroup.com and a matched LinkedIn profile for Steve Kern, Cfa.

Steve Kern, Cfa previously worked as Vice President and Portfolio Manager at The De Burlo Group, Inc. and Founder and Principal at Montvale Investment Partners, Llc. Steve Kern, Cfa holds Bachelor Of Science (Bs), Engineering from Princeton University.

Company email context

Email format at The de Burlo Group, Inc.

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*@deburlogroup.com
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AeroLeads found 2 current-domain work email signals for Steve Kern, Cfa. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Investment Management, Asset Allocation, Fixed Income Portfolio Management, Bond Markets, and 9 others.

Current workplace

Steve Kern, Cfa's current company

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The de Burlo Group, Inc.
The De Burlo Group, Inc.
Vice President and Portfolio Manager at The de Burlo Group, Inc.
boston, massachusetts, united states
Employees
9
AeroLeads page
7 roles

Steve Kern, Cfa work experience

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

Vice President And Portfolio Manager

Current

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.

Oct 2017 - Present

Founder And Principal

Montvale Investment Partners, Llc

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.

Apr 2012 - Sep 2017

Principal & Senior Portfolio Manager

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.

Mar 2000 - Oct 2011

Vice President, Fixed Income Analyst

State Street Research & Management

Boston, Ma

Jan 1994 - Mar 2000

Asset Management

Morningside North America

Newton, Ma

May 1992 - Sep 1992

Project Manager, Project Engineer

S.G. Philllips Constructors, Inc.

Waitsfield, Vt

Dec 1988 - Jan 1992
3 education records

Steve Kern, Cfa education

Bachelor Of Science (Bs), Engineering

Activities and Societies: Princeton Football

FAQ

Frequently asked questions about Steve Kern, Cfa

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

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 de Burlo Group, Inc.?

Steve Kern, Cfa is listed as Vice President and Portfolio Manager at The de Burlo Group, Inc. at The de Burlo Group, Inc..

What is Steve Kern, Cfa's email address?

AeroLeads has found 2 work email signals at @deburlogroup.com for Steve Kern, Cfa at The de Burlo Group, Inc..

Where is Steve Kern, Cfa based?

Steve Kern, Cfa is based in Boston, Massachusetts, United States while working with The de Burlo Group, Inc..

What companies has Steve Kern, Cfa worked for?

Steve Kern, Cfa has worked for The De Burlo Group, Inc., Montvale Investment Partners, Llc, Income Research & Management, State Street Research & Management, and Morningside North America.

How can I contact Steve Kern, Cfa?

You can use AeroLeads to view verified contact signals for Steve Kern, Cfa at The de Burlo Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Steve Kern, Cfa attend?

Steve Kern, Cfa holds Bachelor Of Science (Bs), Engineering from Princeton University.

What skills is Steve Kern, Cfa known for?

Steve Kern, Cfa is listed with skills including Investment Management, Asset Allocation, Fixed Income Portfolio Management, Bond Markets, Commercial Real Estate, Real Estate Development, Real Estate Financing, and Asset Management.

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