Kenneth Halberg is an advisor at KDB Asset Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. He has been with KDB Asset Management since 2003. Outside of advisory work, he is a partner in Gravy New York, LLC, a restaurant business in New York City. KDB Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm serves both domestic and a measurable portion of non-U.S. clients, operating with an individualized investment process and ongoing account supervision.

David Halberg is a financial advisor at KDB Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has been associated with KDB Brokerage Services, LLC since 2003, where he assists clients with procuring personal and commercial insurance. KDB Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, serving both domestic and a notable portion of non-U.S. clients. The firm employs an individualized investment process with periodic account reviews and ongoing supervision.