![Angela Berkosky](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Angela Berkosky
Stratège de marché chez
Savant Capital LLC (Illinois)
Profil
Ms. Angela R.
Berkosky, CFA MBA, is a Director of Investment Strategy at Savant Capital LLC (Illinois).
Ms. Berkosky was a partner and Chief Investment Officer for Domani Wealth from 2010 until it joined with Savant in 2023.
Prior to joining Domani, Angela was an investment officer at a trust company and an associate at a small investment bank.
She earned a bachelor of science degree in business administration from Shippensburg (PA) University and a master of business administration degree from Lebanon Valley College in Annville, PA.
Postes actifs de Angela Berkosky
| Sociétés | Poste | Début |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Stratège de marché | 01/05/2023 |
Anciens postes connus de Angela Berkosky
| Sociétés | Poste | Fin |
|---|---|---|
Domani Wealth LLC
 Domani Wealth LLC Investment ManagersFinance Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging. | Directeur en chef des Investissements | - |
Formation de Angela Berkosky
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Domani Wealth LLC
Domani Wealth LLC Investment ManagersFinance Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging. | Finance |
Lebanon Valley College
 Lebanon Valley College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shippensburg University of Pennsylvania
 Shippensburg University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
