Paul Berkman Email and Phone Number
Paul Berkman work email
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Paul Berkman personal email
A former Hedge Fund Manager, Paul Berkman, understands the trade off between risk and reward. Paul tailors each portfolio to the client's goals, time frame and risk tolerance level. Paul focuses on all aspects of a client's financial snapshot including life insurance, disability and long-term care. His emphasis rests in protecting clients against devastating losses. There is no one-size fits all solution when it comes to personal finance and investing, thus, minimizing taxes and passing wealth to future generations requires careful and precise planning.
Iron Birch Advisors®
View- Website:
- ironbirchadvisors.com
- Employees:
- 17
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Senior Vice PresidentIron Birch Advisors® Aug 2019 - PresentGreater New York City Area
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Financial Advisor, Senior Vice President At Iron Birch AdvisorsAmeriprise Financial Services, Llc Aug 2019 - Present -
Financial ConsultantAxa Advisors, Llc Oct 2008 - Aug 2019I am working with individuals, families and businesses. I assist in the formation of long-term financial goals and help implement a strategy to achieve those goals. This includes all aspects of wealth accumulation and wealth protection -- with emphasis on risk management and insurance services.Paul Berkman is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Paul Berkman is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. -
Sr Vice President, Convertible Securities AnalystJ Giordano Securities Group 2006 - Feb 2008Convertible securities analyst -
Hedge Fund Owner/ManagerPaul Berkman & Company 1992 - 2005Managed hedge funds in the US and overseas. Primary strategy -- convertible arbitrage.
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Manager Of Convertible Hedge TradingPrinceton/Newport Partners 1983 - 1992One of the first (possibly the first ever) convertible hedge funds.
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Convertible Securities AnalystOppenheimer & Co. 1981 - 1983Generated investment ideas for customers and firm.
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Vice President, Senior AnalystMerrill Lynch 1979 - 1981Wall Street's first Convertible Securities Analyst, providing analysis of convertible bonds, convertible preferreds, warrants, options -
Executive EditorValue Line Convertible Survey 1972 - 1979Wrote and edited an investment advisory service analyzing convertible bonds & preferreds, warrants, options.
Paul Berkman Skills
Paul Berkman Education Details
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Economics, Math, Physics -
Martin Van Buren High School -
Ps 109
Frequently Asked Questions about Paul Berkman
What company does Paul Berkman work for?
Paul Berkman works for Iron Birch Advisors®
What is Paul Berkman's role at the current company?
Paul Berkman's current role is Personalized Financial Planner Serving Goals-Oriented Professionals.
What is Paul Berkman's email address?
Paul Berkman's email address is pa****@****man.com
What schools did Paul Berkman attend?
Paul Berkman attended Columbia College (Ny), Martin Van Buren High School, Ps 109.
What are some of Paul Berkman's interests?
Paul Berkman has interest in Children, Civil Rights And Social Action, Environment, Education, Baseball, Poverty Alleviation, Science And Technology, Learning (Anything New), Disaster And Humanitarian Relief, Human Rights.
What skills is Paul Berkman known for?
Paul Berkman has skills like Wealth Management, Customer Service, Financial Services, Financial Strategy, Insurance Services, Insurance Strategies, Investment Services, Estate Planning Strategies, Retirement Planning, Business Succession Strategies, Risk Management, Wealth Preservation Strategies.
Who are Paul Berkman's colleagues?
Paul Berkman's colleagues are Jonathan Eckert, Jennifer H., Robert Barnett, Bubly Sethi, Victoria Ryan, Benjamin Wolgemuth, Apma™, Milton Kinley.
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