Jeffrey E. Biernat
Jeffrey is the Founder and CEO of Gwynedd Wealth Partners, LLC. He has been in the Financial Services industry for over 30 years. Jeff provides the vision and direction for Gwynedd. In addition, Jeff is responsible for leading the Investment Strategy for the firm. He works directly with our Individual and Institutional clients to formulate the appropriate investment strategy to meet their objectives.
Jeff started his career as a Financial Analyst and Investment Advisor. Citicorp hired him in the late 1980’s to become part of the initial management team tasked with building Citi’s Bank Investment offering in the New York metropolitan area. At Citi, Jeff was Vice President and Investment Director. He went on to work with SEI Investments and J.P. Morgan Investment Management and has over 17 years of experience in Institutional Money Management. Jeff has successfully helped financial institutions throughout the country develop investment programs for their High Net Worth clients.
Prior to founding Gwynedd, Jeff was the Senior Vice President and Senior Director for Client Account Management for PNC Managed Investments. At PNC, he was responsible for several divisions within the firm including the management of all institutional client accounts representing over $100 Billion in assets. Jeff has a deep understanding of the money management field from both the Individual client and Institutional investor perspective, which provides a unique advantage for Gwynedd’s clients.
Jeff is a member of the Board of Directors for the Montgomery County, PA Bar Foundation and is Chair of the Foundations Fundraising Committee and is a member of its’ Finance Committee. As a Board Member, Jeff is responsible for the investment and deployment of the foundation’s assets. Jeff maintains the series 65 license and has a B.S.B.A. in Finance from the University of Denver.
Vivek Sharma, Ph.D.
Dr. Vivek Sharma is a Senior Financial Advisor at Gwynedd Wealth Partners, LLC. He has been a strategic consultant for over six years and prides himself in building relationships with his clients to understand their specific needs. As a Registered Investment Advisor Representative, Vivek works directly with Individual and Institutional clients to provide financial advice suitable to manage their wealth and to meet their financial objectives. In addition, he is a member of Gwynedd’s Investment Management Team and is instrumental in analyzing and building investment strategies.
In 2008, Vivek started a strategic consulting firm, Connotia, LLC. As Founder and Principal, he has worked with individual and corporate clients to uncover opportunities in the Life-Sciences, Pharmaceutical, Biotechnology, Healthcare, and Emerging Markets sectors. Prior to Connotia, Vivek worked for 12 years in Academia and the Pharmaceutical industry to advance scientific research in infectious diseases and autoimmune disorders. Throughout his career he has applied advanced computational skills in analyzing and solving complex quantitative problems. Vivek started his career as a researcher at Texas A&M University in 1996 after earning a Ph.D. in Molecular Biophysics from the Indian Institute of Science.
Vivek has a broad knowledge of finance and the capital markets. He thoroughly understands the characteristics of the various investment assets and their suitability for individual and institutional investor portfolios. Vivek is enrolled in the CFA program to obtain the highest level of credentials in the global investment management industry. He is a 2016 Level III CFA candidate and maintains the series 65 license.