Daniel B. Berkowitz
Senior Investment Officer
BS, Cornell University; MBA, Cornell SC Johnson School of Business
YEAR STARTED at PMA
Investment analyst, Vanguard Investment Strategy Group | retirement plan specialist, Ambrose Employer Group
SPECIAL EXPERTISE/ FOCUS AREAS
CFA® charterholder (Certified Financial Analyst) | CIPM© certificant (Certificate in Investment Performance Management) | manager search and oversight, portfolio construction, statistical analysis
Cornell Alumni Admissions Ambassador | member of the CFA Society of Philadelphia
I enjoy golf, squash, and astronomy.
There is a strong alignment between the firm’s investment philosophy and my own. I value PMA’s academic approach that balances the art and science of investing — as well as the culture that has been fostered over the past 40 years.