Daniel Berkowitz
Investment Director at Prudent Management Associates
- Role
- Investment Director at Prudent Management Associates
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Investment Director
Feb 2023 — Present · Philadelphia, PA, US
Manage PMA\'s investment strategy with Professor A. Craig MacKinlay (of Wharton), including asset allocation, manager selection, and portfolio construction for PMA\'s portfolios. I also participate in meetings with PMA\'s clients and remain involved with various aspects of PMA\'s investment operations. PMA is a Philadelphia-based investment advisor that manages approximately $1B for high-net-worth individuals and nonprofit organizations.
Education
Cornell Johnson Graduate School of Management
MBA, with Distinction, Finance
Cornell University
Bachelor of Science (B.S.)
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