David M. Berns, PhD
About David M. Berns, PhD
David M. Berns, PhD, serves as the Chief Investment Officer and Cofounder of Simplify Asset Management since 2020. He has a background in quantitative asset allocation and risk management, with previous roles at Athena Capital Advisors and Nasdaq, and holds a PhD in Physics from the Massachusetts Institute of Technology.
Work at Simplify
David M. Berns serves as the Chief Investment Officer (CIO) and Cofounder of Simplify Asset Management. He has held this position since 2020, contributing to the company's mission of providing innovative investment solutions. His role involves overseeing investment strategies and ensuring the alignment of the firm's offerings with market needs.
Previous Experience
Prior to his current role, Berns worked at Athena Capital Advisors as Vice President from 2008 to 2015. He also held the position of Managing Director at Nasdaq for one year, from 2018 to 2019. Additionally, he founded Portfolio Designer in 2019, which focuses on asset allocation solutions.
Education and Expertise
David M. Berns earned a Doctor of Philosophy (PhD) in Physics from the Massachusetts Institute of Technology, where he studied from 2000 to 2008. He also holds a Bachelor of Science (BS) in Engineering Physics from Tufts University, completed from 1996 to 2000. His academic background supports his specialization in quantitative strategic and tactical asset allocation solutions.
Authorship and Publications
Berns authored the book 'Modern Asset Allocation for Wealth Management,' published by Wiley. This work reflects his expertise in asset management and provides insights into effective investment strategies.
Founding Portfolio Designer
David M. Berns founded Portfolio Designer, which offers a cloud-based solution for real-world asset allocation. This initiative demonstrates his commitment to advancing asset management practices through technology and innovation.