Paul Berkman
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Paul Berkman Email & Phone Number

Personalized Financial Planner Serving Goals-Oriented Professionals at Iron Birch Advisors®
Location: New York, United States 9 work roles 3 schools
1 work email found @pberkman.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@pberkman.com
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Current company
Iron Birch Advisors®
Role
Personalized Financial Planner Serving Goals-Oriented Professionals
Location
New York, United States
Company size
17 employees

Who is Paul Berkman? Overview

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Quick answer

Paul Berkman is listed as Personalized Financial Planner Serving Goals-Oriented Professionals at Iron Birch Advisors®, a with 17 employees, based in New York, United States. AeroLeads shows a work email signal at pberkman.com and a matched LinkedIn profile for Paul Berkman.

Paul Berkman previously worked as Senior Vice President at Iron Birch Advisors® and Financial Advisor, Senior Vice President at Iron Birch Advisors at Ameriprise Financial Services, Llc. Paul Berkman holds Ba, Economics, Math, Physics from Columbia College (Ny).

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Email format at Iron Birch Advisors®

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{first}@pberkman.com
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Profile bio

About Paul Berkman

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.

Listed skills include Wealth Management, Customer Service, Financial Services, Financial Strategy, and 9 others.

Current workplace

Paul Berkman's current company

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Iron Birch Advisors®
Iron Birch Advisors®
Personalized Financial Planner Serving Goals-Oriented Professionals
new york, new york, united states
Website
ironbirchadvisors.com
Employees
17
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Company profile
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9 roles · 55 years

Paul Berkman work experience

A career timeline built from the work history available for this profile.

Financial Consultant

Axa Advisors, Llc

I 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.

Oct 2008 - Aug 2019

Hedge Fund Owner/Manager

Paul Berkman & Company

Managed hedge funds in the US and overseas. Primary strategy -- convertible arbitrage.

1992 - 2005 ~13 yrs

Manager Of Convertible Hedge Trading

Princeton/Newport Partners

One of the first (possibly the first ever) convertible hedge funds.

1983 - 1992 ~9 yrs

Convertible Securities Analyst

Oppenheimer & Co.

Generated investment ideas for customers and firm.

1981 - 1983 ~2 yrs

Vice President, Senior Analyst

Merrill Lynch

Wall Street's first Convertible Securities Analyst, providing analysis of convertible bonds, convertible preferreds, warrants, options

1979 - 1981 ~2 yrs

Executive Editor

Value Line Convertible Survey

Wrote and edited an investment advisory service analyzing convertible bonds & preferreds, warrants, options.

1972 - 1979 ~7 yrs
Team & coworkers

Colleagues at Iron Birch Advisors®

Other employees you can reach at ironbirchadvisors.com. View company contacts for 17 employees →

JH Jennifer H. Jennifer H. Colleague at Iron Birch Advisors®New York, United States View → JL Joseph Leone Joseph Leone Colleague at Iron Birch Advisors®New York, United States View → BW Benjamin Wolgemuth, Apma™ Benjamin Wolgemuth, Apma™ Colleague at Iron Birch Advisors®New York, United States View → RB Robert Barnett Robert Barnett Colleague at Iron Birch Advisors®New York, United States View → GS Gabriel Sakellaridis Gabriel Sakellaridis Colleague at Iron Birch Advisors®New York, United States View → BS Bubly Sethi Bubly Sethi Colleague at Iron Birch Advisors®New York, United States View → RM Ralph M. Fatigate Iii Apma®, Cas®, Cfs® Ralph M. Fatigate Iii Apma®, Cas®, Cfs® Colleague at Iron Birch Advisors®New York, United States View → MK Milton Kinley Milton Kinley Colleague at Iron Birch Advisors®New York, United States View → PM Patrick Meringolo Patrick Meringolo Colleague at Iron Birch Advisors®New York, United States View → VR Victoria Ryan Victoria Ryan Colleague at Iron Birch Advisors®New York, United States View →
3 education records

Paul Berkman education

Ba, Economics, Math, Physics

Columbia College (Ny)

Activities and Societies: Phi Epsilon Pi Fraternity (VP), Varsity Baseball student manager

Education record

Martin Van Buren High School

Education record

Ps 109
FAQ

Frequently asked questions about Paul Berkman

Quick answers generated from the profile data available on this page.

What company does Paul Berkman work for?

Paul Berkman works for Iron Birch Advisors®.

What is Paul Berkman's role at Iron Birch Advisors®?

Paul Berkman is listed as Personalized Financial Planner Serving Goals-Oriented Professionals at Iron Birch Advisors®.

What is Paul Berkman's email address?

AeroLeads has found 1 work email signal at @pberkman.com for Paul Berkman at Iron Birch Advisors®.

Where is Paul Berkman based?

Paul Berkman is based in New York, United States while working with Iron Birch Advisors®.

What companies has Paul Berkman worked for?

Paul Berkman has worked for Iron Birch Advisors®, Ameriprise Financial Services, Llc, Axa Advisors, Llc, J Giordano Securities Group, and Paul Berkman & Company.

Who are Paul Berkman's colleagues at Iron Birch Advisors®?

Paul Berkman's colleagues at Iron Birch Advisors® include Jennifer H., Joseph Leone, Benjamin Wolgemuth, Apma™, Robert Barnett, and Gabriel Sakellaridis.

How can I contact Paul Berkman?

You can use AeroLeads to view verified contact signals for Paul Berkman at Iron Birch Advisors®, including work email, phone, and LinkedIn data when available.

What schools did Paul Berkman attend?

Paul Berkman holds Ba, Economics, Math, Physics from Columbia College (Ny).

What skills is Paul Berkman known for?

Paul Berkman is listed with skills including Wealth Management, Customer Service, Financial Services, Financial Strategy, Insurance Services, Insurance Strategies, Investment Services, and Estate Planning Strategies.

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