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ValueAligned Partners
Red Bank, NJ

David Berkowitz

CFA Institute, MBA, NYSSA

Meet David

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My Mission: Financial Guidance in a Fast Changing World - David Berkowitz
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Stop Wasting Your Money in Mutual Funds - David Berkowitz
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Investing in ValueAligned Companies - David Berkowitz
Video Transcripts

David Lee Berkowitz (“BERK”) - Founder, Chief Investment Officer

With close to 30 years of experience in finance, David Lee Berkowitz is one of the pioneers of value-based management (VBM). For six years, Mr. Berkowitz was a corporate finance consultant at Stern Stewart & Co, a worldwide management consulting firm founded in 1982. He was in charge of the North American Economic Value Added (EVA) implementation, and specialized in advising…

David Lee Berkowitz (“BERK”) - Founder, Chief Investment Officer

With close to 30 years of experience in finance, David Lee Berkowitz is one of the pioneers of value-based management (VBM). For six years, Mr. Berkowitz was a corporate finance consultant at Stern Stewart & Co, a worldwide management consulting firm founded in 1982. He was in charge of the North American Economic Value Added (EVA) implementation, and specialized in advising manufacturing companies on shareholder value issues.

Prior to his work at Stern Stewart, Mr. Berkowitz was the Chief Operating Officer (COO) and Head Trader for Woodward & Associates, a hedge fund company based in New York City. Mr. Berkowitz has also designed and conducted corporate finance education and EVA training for over 6,500 corporate boards and financial and line managers. He has spoken at local National Investor Relations Institute (NIRI) chapters and Analyst Societies in New York, Philadelphia, Chicago, Dallas, and Washington. He has also spoken at Columbia University’s School of Business, Fabozzi’s Value Metric Conference, the American Management Associate (AMA), and IBM’s Advanced Business Institute.

Mr. Berkowitz holds an MBA from the Columbia University Graduate School of Business, a Bachelor of Arts in economics from Columbia University’s Columbia College, and is a member of the New York Society of Security Analysts (NYSSA). He lives in Middletown, New Jersey with his wife and three children. - See more at: http://valuealigned.com/team/#sthash.POKXXcHO.dpuf


Services offered

Investment Management
Financial Planning
Retirement Planning

Experience with

Small business owners
Entrepreneurs
Other professions

Fee structure

Based on % of assets

Memberships

CFA Institute - Chartered Financial Analyst Institute
CFA New York (formerly NYSSA) - CFANY, formerly known as New York Society of Security Analysts

Education

Bachelors
MBA
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