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Daniel Berkowitz, Cfa, Caia Email & Phone Number
Investment Director
at
Prudent Management Associates
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Director
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Daniel Berkowitz, Cfa, Caia? Overview
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Quick answer
Daniel Berkowitz, Cfa, Caia is listed as Investment Director at Prudent Management Associates, a company with 13 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Daniel Berkowitz, Cfa, Caia.
Daniel Berkowitz, Cfa, Caia previously worked as Senior Investment Officer at Prudent Management Associates and Investment Analyst at Vanguard. Daniel Berkowitz, Cfa, Caia holds Mba, With Distinction from Cornell Johnson Graduate School Of Management.
Company email context
Email format at Prudent Management Associates
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Prudent Management Associates
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Profile bio
About Daniel Berkowitz, Cfa, Caia
Daniel Berkowitz, Cfa, Caia is a Investment Director at Prudent Management Associates.
Current workplace
Daniel Berkowitz, Cfa, Caia's current company
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Prudent Management Associates
8 roles
Daniel Berkowitz, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Investment Director
Current
Feb 2023 - Present
Senior Investment Officer
Jul 2019 - Feb 2023
Investment Analyst
Nov 2015 - Jun 2019
Mba Leadership Development Program
Jul 2014 - Oct 2015
Mba Intern
May 2013 - Aug 2013
Retirement Plan Specialist
Ambrose Employer Group (Acquired By Trinet)
May 2010 - May 2012
Statistics Teaching Assistant
Aug 2006 - May 2008
Team & coworkers
Colleagues at Prudent Management Associates
Other employees you can reach at prudentmanagement.com. View company contacts for 13 employees →
BS
Barbara Solit, Mba
Colleague at Prudent Management AssociatesNew York City Metropolitan Area, United States
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PS
Paul Snitzer, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States, United States
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MB
Michael Bilotta, Cfp®, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States, United States
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DW
David Wellborn
Colleague at Prudent Management AssociatesHouston, Texas, United States, United States
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Barbara Solit, Mba
Colleague at Prudent Management AssociatesNew York City Metropolitan Area, United States
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PS
Paul Snitzer, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States, United States
View →
MB
Michael Bilotta, Cfp®, Ricp®
Colleague at Prudent Management AssociatesPhiladelphia, Pennsylvania, United States, United States
View →
DW
David Wellborn
Colleague at Prudent Management AssociatesHouston, Texas, United States, United States
View →
2 education records
Daniel Berkowitz, Cfa, Caia education
Mba, With Distinction
Bachelor Of Science (B.S.)
FAQ
Frequently asked questions about Daniel Berkowitz, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Daniel Berkowitz, Cfa, Caia work for?
Daniel Berkowitz, Cfa, Caia works for Prudent Management Associates.
What is Daniel Berkowitz, Cfa, Caia's role at Prudent Management Associates?
Daniel Berkowitz, Cfa, Caia is listed as Investment Director at Prudent Management Associates.
Where is Daniel Berkowitz, Cfa, Caia based?
Daniel Berkowitz, Cfa, Caia is based in Philadelphia, Pennsylvania, United States while working with Prudent Management Associates.
What companies has Daniel Berkowitz, Cfa, Caia worked for?
Daniel Berkowitz, Cfa, Caia has worked for Prudent Management Associates, Vanguard, Ambrose Employer Group (Acquired By Trinet), and Cornell University.
Who are Daniel Berkowitz, Cfa, Caia's colleagues at Prudent Management Associates?
Daniel Berkowitz, Cfa, Caia's colleagues at Prudent Management Associates include Barbara Solit, Mba, Paul Snitzer, Ricp®, Michael Bilotta, Cfp®, Ricp®, and David Wellborn.
How can I contact Daniel Berkowitz, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Daniel Berkowitz, Cfa, Caia at Prudent Management Associates, including work email, phone, and LinkedIn data when available.
What schools did Daniel Berkowitz, Cfa, Caia attend?
Daniel Berkowitz, Cfa, Caia holds Mba, With Distinction from Cornell Johnson Graduate School Of Management.
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