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KDB Asset Management, LLC

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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

2 advisors near New York, NY

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Kenneth H

Series 63, Series 65

New York, NY

KDB Asset Management, LLC

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.

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David H

Series 65

New York, NY

KDB Asset Management, LLC

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.

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