Brett Shane Bernstein
Chief Executive Officer at XML Financial Group LLC
Network origin in Brett Shane Bernstein first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
3
| Subsidiary | Miscellaneous Commercial Services | 3 |
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.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brett Shane Bernstein via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Alzheimer’s Association
 Alzheimer’s Association Miscellaneous Commercial ServicesCommercial Services The Alzheimer's Association is based in Chicago, IL and has subsidiaries in the United States. The Alzheimer's Association provides information and resources for Alzheimer's and other dementias. Alzheimer’s Association was founded in 1980. Joanne Pike has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Director/Board Member | |
| Robert H. Smith School of Business | College/University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Sectoral
| Finance | 2 |
| Commercial Services | 2 |
| Consumer Services | 2 |
Operational
| Chief Investment Officer | 2 |
| Founder | 2 |
| Compliance Officer | 1 |
| Corporate Officer/Principal | 1 |
| Director/Board Member | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Robert D. Kantor | 5 |
| Curtis Congdon | 1 |
| Todd Kullen | 1 |
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