Brett Shane Bernstein
Chief Executive Officer at XML Financial Group LLC
Brett Shane Bernstein active positions
Companies | Position | Start | End |
---|---|---|---|
So What Else | President | - | - |
XML Financial LLC
XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Chief Executive Officer | 01/01/2016 | - |
Founder | 01/01/2016 | - | |
XML Financial Group LLC
XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Chief Executive Officer | 01/01/2004 | - |
Founder | 01/01/2004 | - |
Career history of Brett Shane Bernstein
Former positions of Brett Shane Bernstein
Companies | Position | Start | End |
---|---|---|---|
Eaglebank Foundation | Corporate Officer/Principal | - | - |
Lakewood Country Club, Inc.
Lakewood Country Club, Inc. Movies/EntertainmentConsumer Services Lakewood Country Club, Inc. operates a club house and golf courses. | President | - | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - | - |
Training of Brett Shane Bernstein
Robert H. Smith School of Business | Undergraduate Degree |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 2 |
President | 2 |
Chief Executive Officer | 2 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Eaglebank Foundation | Miscellaneous |
So What Else | |
Lakewood Country Club, Inc.
Lakewood Country Club, Inc. Movies/EntertainmentConsumer Services Lakewood Country Club, Inc. operates a club house and golf courses. | Consumer Services |
XML Financial LLC
XML Financial LLC Investment ManagersFinance XML Financial LLC (XML) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Kantor and Brett Bernstein in 2016. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). XML offers portfolio management services, both on a discretionary and non-discretionary basis, wrap fee programs, financial planning, investment advisory consulting and retirement plan advisory services to retail investors and other types of clients. | Finance |
XML Financial Group LLC
XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Commercial Services |