Dan Berkowitz Email & Phone Number

Philadelphia, Pa, Us

Greater Philadelphia Area

• Designed over $20 million of new investments in K-12 education, safety, climate justice, and community development.• Created an evidence-based grantmaking strategy for gun violence prevention that addresses root cases and immediate needs including: place-based investments, employment opportunities, juvenile justice reform, affordable housing, and public-private partnerships.• Managed an education portfolio focused on school leadership, arts education, and high schools. Projects include adapting Chicago’s To & Through Project into the Philadelphia context to improve 9th grade outcomes and mapping arts resources from ~100 arts organizations and 300 schools to address inequities. • Supported investments in food insecurity, arts and culture, and higher education.

• Collaborated with an interdisciplinary team to develop corporate strategy for the firm and support the Reparations Finance Lab.• Identified investment opportunities aligned to the U.N.’s Sustainable Development Goals.

Greater Philadelphia Area

• Designed and implemented the HEAR initiative focused on Health, Education, Access, and Research.• Co-facilitated impact evaluation with 100 stakeholders.• Launched new partnerships with the School District of Philadelphia, social services providers, and local universities.

Greater Los Angeles Area

• Facilitated YOLA's growth to over 700 students from underserved communities; each receiving 12-15 hours of free, immersive music education and leadership training.• Designed four international conferences on music and social change for over 1,000 participants from 15 countries.• Advised emerging El Sistema programs worldwide including workshops in Japan and Taiwan.

London, United Kingdom

• Project Manager for Morningstar® Fund Research Reports, a four page investment report that serves as the team’s main product.• Created infrastructure for research teams in Europe, Asia and Australia.• Assisted with product implementation and commercialization.

Greater Chicago Area

• Project Manager for Morningstar Institutional Investor Exchange and CAMRA Data Services maintenance.• Assisted in the development, testing and implementation of Institutional DataManager, a web based input platform for over 1,100 money managers.

Ba/Bm, Economics, Trombone Performance, Arts Administration Minor

Post-Graduate Certificate, Abreu Fellowship