Daniel B. Berkowitz

Senior Investment Officer

EDUCATION
BS, Cornell University; MBA, Cornell SC Johnson School of Business

YEAR STARTED at PMA
2019

BEFORE 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

COMMUNITY INVOLVEMENT
Cornell Alumni Admissions Ambassador | Member of the CFA Society of Philadelphia

PERSONAL INTERESTS
I enjoy golf, squash, and astronomy.

WHY PMA?
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.

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