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Dean Bradley Kernus
Plus aucun poste en cours
Profil
Mr. Dean B. Kernus, CPA, is Wealth Manager at Gupta Wealth Management LLC.
Prior to joining Gupta Wealth Management in January 2014, he was employed as a Manager by Acuity Consulting, Inc from February 2009 to January 2014, a Principal by Seidman Private Advisors LLC from October 2007 to October 2008, a Principal by Citigroup Global Markets, Inc from May 2003 to October 2007, and Financial Advisor by Smith Barney Asset Management from March 2003 to September 2007.
He also worked with Seidman Private Securities LLC from October 2007 to October 2008.
He received his undergraduate degree in Economics, Finance and Marketing from The Wharton School of the University of Pennsylvania.
Anciens postes connus de Dean Bradley Kernus
| Sociétés | Poste | Fin |
|---|---|---|
Acuity Consulting, Inc.
 Acuity Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial, acquisition, and management consulting service | Corporate Officer/Principal | 31/12/2013 |
Seidman Private Advisors LLC
 Seidman Private Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/10/2008 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 30/09/2007 |
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Corporate Officer/Principal | 30/09/2007 |
Gupta Wealth Management LLC
 Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds. | Gestionnaire de Portefeuille-Actions | - |
Formation de Dean Bradley Kernus
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
6
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
Acuity Consulting, Inc.
Acuity Consulting, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial, acquisition, and management consulting service | Commercial Services |
Seidman Private Advisors LLC
Seidman Private Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Gupta Wealth Management LLC
Gupta Wealth Management LLC Investment ManagersFinance Gupta Wealth Management (GWM) primarily allocates client assets among various independent investment managers, mutual funds, ETFs, individual debt and equity securities, and options, based on each client's unique investment objectives. The firm may also recommend that clients who are accredited investors invest in privately placed securities, which may include debt, equity and/or interests in hedge funds. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
