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Leadership

Daniel B. Berkowitz, CFA brings over 7 years of experience to Prudent Management Associates. Prior to joining PMA, Mr. Berkowitz served as an Investment Analyst in Vanguard’s Investment Strategy Group. In his role, Dan was responsible for conducting research across a wide variety of investment topics. His primary area of focus was the use of active strategies in portfolio construction, with an emphasis on active/ passive portfolio combinations, factor-based investing, and alternative investments. Dan joined Vanguard through an MBA Development Program, where he rotated through Vanguard’s International, Institutional Advisory Services and Investment Strategy teams. Before working at Vanguard, he served as a Retirement Plan Specialist at Ambrose Employer Group in New York City.

Mr. Berkowitz is a CFA® charterholder and member of the CFA Society of Philadelphia. He received both his MBA and B.S. from Cornell University.