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Jeffrey Berman Location
New York, NY, US
Jeffrey Berman Work
Head of North America Institutional - BNY Investments @ (June 2026 - Present)
Head of North America Distribution – Insight Investment @ Bank of New York (January 2023 - July 2026)
Co-Head of US Pensions Business @ (January 2021 - January 2022)
Managing Director – Institutional Client Group @ (January 2015 - January 2022)
Head of Canada Client Business @ (January 2018 - January 2021)
Head of Canada Client Business PT 2 @ (January 2018 - January 2021)
Head of North America Illiquid Alternatives Distribution @ (January 2015 - January 2018)
Head of North America Illiquid Alternatives Distribution PT 2 @ (January 2015 - January 2018)
Director – Financial Institutions Group @ (January 2011 - January 2015)
Director of Business Development and Investor Relations @ Ahab Capital Management, Inc. (January 2008 - January 2011)
Vice President, Client Group @ (January 2007 - January 2008)
Jeffrey Berman Education
Brooklyn Law School
Juris Doctor (Magna Cum Laude)
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.) with High Distinction
Jeffrey Berman Skills
Acquisition Integration
Alternative Investments
Asset Management
Asset Management Companies
Attrition Reversal
Aviation
Business Development
Business Strategy
Business Transformation
Capital Markets
Change Management
Coaching
Cultural Transformation
Derivatives
Direct Lending
Distressed Debt
Distribution Strategy
ETFs
Emerging Markets
Employee Engagement
Equities
Executive Management
FinTech
Fixed Income
Fundraising
Go-to-Market Strategy
Green Infrastructure
Hedge Funds
HiPo Talent Identification
Infrastructure
Institutional Change
Institutional Investments
Institutional Sales
Insurance
International Expansion
Investment Banking
Investment Management
Investment Strategy
Investments
Investor Relations
Leadership
Leadership Development
Market Share Capture
New Market Penetration
People Management
Portfolio Management
Presentation Skills
Private Equity
Private Equity Funding
Private Placements
Product Strategy
Profit & Revenue Optimization
Public Speaking
Real Estate
Real Estate Private Equity
Recruiting & Mentoring
Renewable Energy
Retail Sales
Sales
Sales & Distribution
Sales & Marketing
Sales Distribution Strategy
Sales Management
Sales Restructuring
Strategic Planning
Strategy
Team Building
Team Leadership
Turnaround Specialist
Jeffrey Berman Summary
Jeffrey Berman, based in New York, NY, US, is currently a Head of North America Institutional - BNY Investments at BNY Investments. Jeffrey Berman brings experience from previous roles at Bank of New York and BlackRock. Jeffrey Berman holds a Juris Doctor in Magna Cum Laude @ Brooklyn Law School. With a robust skill set that includes Acquisition Integration, Alternative Investments, Asset Management, Asset Management Companies, Attrition Reversal and more. Jeffrey Berman has 2 emails and 3 mobile phone numbers on RocketReach.
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