Matthew Berkowitz Email & Phone Number
Head of U.S. Wealth and Asset Management Strategy Practice @ Capco
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Matthew Berkowitz Location
- New York, NY, US
Matthew Berkowitz Work
- Head of U.S. Wealth and Asset Management Strategy Practice @ (January 2016 - Present)
- Principal – Wealth and Asset Management Leadership Team @ (January 2011 - January 2016)
- Senior Vice President – North America Investment and Advisory Solutions Group @ (January 2009 - January 2011)
- Vice President - U.S. Asset Allocation and Customized Analysis Team Lead @ (January 2005 - January 2009)
- Assistant Vice President (AVP) @ (January 2003 - January 2005)
- Assistant Vice President – Risk and Portfolio Advisory Group @ (January 2001 - January 2003)
- Research Analyst – Equity Portfolio Management Group @ (January 1999 - January 2001)
Matthew Berkowitz Education
- Cornell University
Master of Business Administration - MBA (Strategy & Finance)
- Binghamton University School of Management
Bachelor of Science - BS (Finance and Marketing)
Matthew Berkowitz Skills
- Wealth Management
- Asset Management
- Business Development
- Capital Markets
- Hedge Funds
- Financial Services
- Strategy
- Fixed Income
- Asset Allocation
- Business Analysis
- Mutual Funds
- Statistics
- Competitive Analysis
- Financial Markets
- Investment Strategies
- Investment Advisory
- Financial Planning
- Business Requirements
- Marketing
- Market Analysis
- Strategic Planning
- Business Strategy
- Product Management
- Cross-functional Team Leadership
- Monte Carlo Simulation
- Portfolio Optimization
- Fund Of Funds
- Performance Attribution
- Business Advisory
- Investment Advisory Services
- Capabilities Development
- Key Client Relationships
- Customer Segmentation Strategy
- Solution Development
- Executive Leadership
- Revenue Generation
- Talent Development
- High Net Worth Individuals
- Private Banking
- Client Life Cycle
- Portfolio Management
- Investment Management
- Analytical Skills
- Leadership
- Sales
- Business-to-Business (B2B)
- Digital Strategy
- Equities
- Team Leadership
- Management Consulting
Matthew Berkowitz Summary
- Matthew Berkowitz, based in New York, NY, US, is currently a Head of U.S. Wealth and Asset Management Strategy Practice at Capco. Matthew Berkowitz brings experience from previous roles at Capco and Citi Private Bank. Matthew Berkowitz holds a Master of Business Administration - MBA in Strategy & Finance @ Cornell University. With a robust skill set that includes Wealth Management, Asset Management, Business Development, Capital Markets, Hedge Funds and more. Matthew Berkowitz has 2 emails and 2 mobile phone numbers on RocketReach.
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