Richard A. Berkowitz
Founding and Executive Chairman @Berkowitz Pollack Brant Advisors + CPAs
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WORK HISTORY
Founding and Executive Chairman @Berkowitz Pollack Brant Advisors + CPAs
Richard Berkowitz provides his clients with a comprehensive approach to income, estate, financial and investment planning. A trusted advisor to clients in a wide range of industries, Berkowitz helps them define their goals and develop strategies to succeed. Thirty-five years ago, Berkowitz had a vision of a firm that hired talented people and created an environment for them to build outstanding careers. Today the firm and its Provenance Wealth Advisors and BayBridge Real Estate Group affiliates continue to operate on these principals.
EDUCATION
University of Miami School of Law
J.D., Law
The University of North Carolina at Chapel Hill
B.S., Business Administration
ABOUT RICHARD A. BERKOWITZ
Forty-five years ago, Berkowitz had a vision of a firm that hired talented people and created an environment for them to build outstanding careers. Today the firm and its Provenance Wealth Advisors and BayBridge/Orion Real Estate Group affiliates continue to operate on these principles.Berkowitz provides his clients with a comprehensive approach to income, estate, financial and investment planning. A trusted advisor to clients in a wide range of industries, he helps them define their goals and develop strategies to succeed. • Strategic planning for closely held businesses• Mergers and acquisitions• International tax planning for businesses and individuals• Financial and tax planning for entrepreneurs and executives• Alternative dispute resolution, mediation and arbitration• Fiduciary services for businesses, individuals and trust
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