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    Matthew Berkowitz

    Global Wealth Management and Asset Management Executive ✦ Strategic Trusted Advisor ✦ Boost Business Value ✦ Fuel Revenue Generation & Market Expansion ✦ Outcome-Focused Client-Centric Solutions

    Matthew Berkowitz is a multi-disciplinary executive with a strong background in the investment industry and management consulting.

    He is recognized as a trusted strategic advisor with expertise in client relationship management in various financial sectors.

    Matthew's achievements include cross-functional leadership at Citi Private Bank, global expansion initiatives, strategic vision development, capabilities expansion at Merrill Lynch, revenue generation through client sales, and business development.

    He holds an MBA in Strategy & Finance from Cornell University and a BS in Finance and Marketing from Binghamton University School of Management.

    Matthew has held key positions at Capco, Citi Private Bank, and Merrill Lynch, showcasing his extensive experience in wealth and asset management.

    His capabilities include implementing comprehensive wealth management solutions for high net-worth clients, driving revenue growth, expanding market penetration, and developing strategic business solutions.

    He has a proven track record of success in the financial industry and is known for his clear-eyed analytical approach and client-focused mindset.

    Matthew Berkowitz
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    Location

    New York, New York, United States