Leadership

Simplify's mission is to help advisors build better portfolios. We specialize in the scientific use of options to uniquely address the most difficult asset allocation problems today. Our firm is committed to helping advisors with their asset allocation process by making our leadership team highly accessible to clients and providing timely content and tools via Simplify’s Advisor Hub.
Paul Kim, CFA
CEO & Cofounder
David Berns, PhD
CIO & Cofounder
Brian Kelleher
Chief Revenue Officer