CAIA Member since 2014
Josh Kernan is a Partner of Simple Alternatives, LLC. Founded in 2009, Simple Alternatives is an institutional alternative investment provider. Simple Alternatives’ S1 Fund (SONEX) is a long/short equity fund of fund in a mutual fund structure.
Previously, Mr. Kernan was the Director of Alternative Investments & Managed Accounts at Charles Schwab & Co., Inc. At Schwab Mr. Kernan was responsible for helping advisors who custody accounts at Schwab Institutional Services with portfolio allocations using Schwab’s alternative investment and managed account platforms. Mr. Kernan founded Schwab’s alternative investment business in 1996. In addition, Mr. Kernan created Schwab Alternative Investment Source ™ Schwab’s alternative investment platform for SEC 40 Act registered alternative investment funds.
Mr. Kernan has become a sought after commentator on alternative investment use by registered investment advisors. He is a regular speaker at industry conferences and has been interviewed for industry publications that include Investment News, Investment Advisor, HedgeWorld, Hedge Fund Alert, Institutional Investor and Barrons. Mr. Kernan is a Chartered Alternative Investment Analyst (CAIA) designee. Mr. Kernan is actively involved with the National Foundation for Teaching Entrepreneurship (NFTE). Mr. Kernan graduated with a bachelor’s degree from Ohio Wesleyan University and is registered with the FINRA Series 7, 9, 10, 63 & 66.