Angela Berkosky
Marktstrateeg bij Savant Capital LLC (Illinois)
Profiel
Ms. Angela R.
Berkosky, CFA MBA, is a Director of Investment Strategy at Savant Capital LLC (Illinois).
Ms. Berkosky was a partner and Chief Investment Officer for Domani Wealth from 2010 until it joined with Savant in 2023.
Prior to joining Domani, Angela was an investment officer at a trust company and an associate at a small investment bank.
She earned a bachelor of science degree in business administration from Shippensburg (PA) University and a master of business administration degree from Lebanon Valley College in Annville, PA.
Actieve functies van Angela Berkosky
| Bedrijven | Functie | Begin |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Marktstrateeg | 01-05-2023 |
Eerdere bekende functies van Angela Berkosky
| Bedrijven | Functie | Einde |
|---|---|---|
Domani Wealth LLC
 Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Chief Investment Officer | - |
Opleiding van Angela Berkosky
| Lebanon Valley College | Masters Business Admin |
| Shippensburg University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Domani Wealth LLC
Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Finance |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Finance |
