Matthew Berkowitz, Mba, Caia Email and Phone Number
Matthew Berkowitz, Mba, Caia work email
- Valid
Matthew Berkowitz, Mba, Caia personal email
- Valid
- Valid
Matthew Berkowitz, Mba, Caia phone numbers
AS A MULTI-DISCIPLINARY EXECUTIVE, I possess a unique combination of talents derived from operating within the distinctively divergent worlds of the investment industry and management consulting. DEFINED AS A TRUSTED ADVISOR whose clear-eyed analytical capabilities implementing comprehensive wealth management solutions for high net-worth and ultra-high net-worth clients, paved a path to conceptualizing strategic business solutions across the advisory lifecycle for wealth and asset management C-Suite executives.NOTABLE ACHIEVEMENTS:🎯 CROSS-FUNCTIONAL LEADERSHIP – Led internal cross-functional specialists’ team in the delivery of 200 customized High Net Worth / Ultra-High Net Worth client proposals annually, comprising ~$5B assets, fostering fully integrated advice model at Citi Private Bank.🎯 GLOBAL EXPANSION – Built and expanded Citi Private Bank Investment Analytics Lab’s presence into Canada, yielding $100M in new assets in only six months.🎯 STRATEGIC VISION – Created a cogent high-level vision as North American representative to 13-member Global Steering Committee in the implementation of a robust advisory framework within Citi Private Bank. 🎯 CAPABILITIES EXPANSION – Recruited by Chief Risk Officer to grow Merrill Lynch’s new Risk and Portfolio Advisory Group, integrating risk measurement, performance attribution, and quantitative analysis into the investment process.🎯 REVENUE GENERATION – Spearheaded 5 successful Fortune 50 client sales wins in 1 year valued at $10M.🎯 BUSINESS DEVELOPMENT – Won 3 new client logos in 1 year, generating a go-forward annual revenue stream. Extended market penetration with first-ever asset management client win.🎯 SOLUTION DEVELOPMENT – Featured Sales Academy guest, “Differentiate Yourself - A Tale of How to Develop a Market Offering” to unveil my secret sauce for success.🔹 TRUSTED STRATEGIC ADVISOR with CLIENT RELATIONSHIP MANAGEMENT EXPERTISE 🔹Global Wealth Management Firms | Asset Managers | Tier 1 Brokerage HousesRetirement Providers | Custodians | Registered Investment AdvisorsIndependent Broker-Dealers | Private Banks | Insurance FirmsWealth Divisions, Consumer Banks | Financial Institutions | Fintech
-
U.S. Wealth Management And Asset Management Strategy Practice LeadCapcoNew York, Ny, Us -
U.S. Wealth Management & Asset Management Strategy Practice LeadCapco 2016 - PresentLondon, Uk, GbPromoted to Managing Principal, joining Wealth Management Leadership Team after displaying the ability to independently drive new solution ideas to market. Elevated to U.S. Wealth and Asset Management Strategy Practice Leadership to create unique client solutions that solve the industry’s most business-critical challenges.EXECUTIVE LEADERSHIP:🔹 SALES GROWTH ACCELERATION – Generated a new revenue stream, exceeding targets by 400% and 800% in two consecutive years.🔹 STRATEGIC PLANNING – Reimagined global client account planning approach by structuring a detailed financial and competitive analysis framework, boosting prospect’s response rate 50% upon initial outreach. 🔹 TALENT DEVELOPMENT – Trained 100+ consultants by creating an innovative online Wealth Management Product Curriculum, increasing workforce fungibility and utilization rates. 🔹 CLIENT RELATIONSHIPS – Maintain and manage a large Institutional client network in an advisory capacity focused on value creation.🔹 LEADERSHIP – Promote the success of advisory consultant teams in developing client recommendations. 🔹 BRAND ELEVATION – Grow US presence by developing POVs, leading major client campaign offerings, showcasing deep expertise at industry events, and providing actionable market insights.
-
Principal – Wealth & Asset Management Leadership TeamCapco 2011 - 2016London, Uk, GbRecruited by Capco’s Head of Wealth and Asset Management Practice to help grow the practice. Expanded Capco’s Wealth Management capabilities, market footprint, and US brand recognition. CLIENT ADVISORY: 🔹 REGULATORY – Implement emerging regulatory change (DOL & SEC Reg B response) as a strategic advisor to clients across the wealth management ecosystem. 🔹 MARKET ENTRY – Retained $28B in AUM and $178MM in T12 production by leading clients’ strategic shift into RIA and IBD segments with a competitive offering design that increased product revenue and mitigated a 3-year rate in advisor attrition.🔹 BUSINESS MODEL TRANSFORMATION – Evaluated firm’s platforms, products, and services to identify alternative revenue sources, offsetting a 10% decline due to commoditization of the brokerage model.🔹 DIGITAL EXPERIENCE – Tapped into overlooked market segments to grow Assets under Management (AUM) and deposits to drive upward movement in stock price leveraging right client conversion and digital-first strategies.🔹 INVESTING & PLANNING – Integrated wealth managers' goal-based capabilities across advisor lifecycle, including discovery, planning, proposal, enrollment, portfolio management, monitoring, and client review.
-
Senior Vice President – North America Investment & Advisory Solutions GroupCiti Private Bank 2009 - 2011New York, New York, UsPromoted to Senior Vice President role and operated as COO in the oversight of growing business unit, the North America Investment Analytics Lab, supporting investment decisions of 50+ private bankers, managing $25M to $1B+ investable assets.EXECUTIVE LEADERSHIP: 🔹 REVENUE DIVERSIFICATION – Propel growth in AUM to meet mandate of generating a more diversified revenue mix (50/50) of business between structured lending and investments.🔹 GROWTH METRICS – Achieved business growth targets across North America through marketing group’s holistic capabilities to Private Bankers and Investment Counselors by highlighting solution set breadth and depth. OPERATIONS & BUSINESS MANAGEMENT:🔹 OPERATIONAL EXCELLENCE – Drove process improvement projects as Chief Operating Officer (COO) of group.🔹 ADVISORY BEST PRACTICES – Designed, built, acquired, and maintained set of analytical capabilities to provide a rational framework to the group’s advice delivered to Private Bankers and HNW/UHNW Clients.🔹 RISK MANAGEMENT – Evaluated risk and control issues when considering new initiatives and strategic plans. 🔹 CLIENT SEGMENTATION – Increased target client market penetration by performing strategic analysis of group utilization considering client profile and asset distribution.SALES & MARKETING:🔹 VALUE PROPOSITION – Defined value proposition and created thought leadership that offered comprehensive market insights and relevant investment strategies.🔹 BRAND AWARENESS – Spearheaded development of group’s intranet site to best showcase analytical capabilities. -
Vice President - U.S. Asset Allocation And Customized Analysis Team LeadCiti Private Bank 2005 - 2009New York, New York, UsPromoted to Vice President to lead the U.S. Asset Allocation and Customized Analysis Team with 20+ employees and drive best practices in implementation of comprehensive wealth management analysis for high and ultra-high net worth clients. CLIENT ADVISORY – HIGH NET WORTH, ULTRA HIGH NET WORTH, & INSTITUTIONAL:🔹 CUSTOMIZED SOLUTIONS – Led team to deliver optimal wealth management solutions, employing capital markets, goal-oriented wealth transfer, yield enhancement, asset liability, and risk management strategies.🔹 CONCENTRATED RISK – Advised entrepreneurs, family offices, corporate executives, real estate developers, and financial sponsors with concentrated private business, stock, real estate, and private equity positions. 🔹 MULTI-FACTOR ANALYSIS – Guided clients with Hedge Fund Allocations by quantifying and diversifying portfolios across beta and alpha sources considering macroeconomic market, sector, strategy, and style factors. 🔹 PORTFOLIO OPTIMIZATION – Structured optimal portfolios for Endowments, Foundations, Pension Plans, and Trust and Estate strategies by capturing their unique tax and distribution structures, while considering asset location. 🔹 COMMITMENT SCHEDULE OPTIMIZATION – Achieve desired level of Private Equity exposure for investors by modeling historical calls and distribution patterns, minimizing deviation between commitments.
-
Assistant Vice President (Avp)Citi Private Bank 2003 - 2005New York, New York, UsRecruited to Citi’s Tier 1 Private Bank to build out a new group, Metro NY Investment Analytics Lab. ASSET ALLOCATION, PORTFOLIO CONSTRUCTION, & ANALYTICS:🔹 ASSET ALLOCATION – Developed customized strategic and tactical asset allocation, using advanced optimization, incorporating traditional, alternative, and illiquid asset classes.🔹 PORTFOLIO CONSTRUCTION – Constructed portfolios around concentrated positions by analyzing risk and return, including measures of tail risk and event risk (skewness & kurtosis) and employing stepwise regression analysis.🔹 MANAGER SELECTION – Conducted qualitative and quantitative portfolio manager performance analysis.🔹 INVESTMENT SCENARIO ANALYSIS – Project portfolio goal-based performance by conducting Monte Carlo simulations.
-
Assistant Vice President – Risk & Portfolio Advisory GroupMerrill Lynch & Co. 2001 - 2003New York, Ny, UsPromoted from Associate to AVP. Recruited by Chief Risk Officer to grow newly formed Risk and Portfolio Advisory Group.🔹 RISK ANALYSIS – Analyzed risk on a universe of equity and fixed income portfolios, benchmarks, and competitors. 🔹 PERFORMANCE ATTRIBUTION – Attributed absolute and relative portfolio performance to factors, including security selection, asset allocation, currency, country risks, and strategies. -
Research Analyst – Equity Portfolio Management GroupMerrill Lynch & Co. 1999 - 2001New York, Ny, UsSelected for an exclusive two-year global training program as one of only 14 candidates from the United States. Worked in US and London. Chosen as the analyst for a sought-after role in the Equity Portfolio Management Group.🔹 FINANCIAL MODELING – Built financial models to evaluate and recommend prospective investment opportunities.🔹 EQUITY RESEARCH – Analyzed corporate and industry trends and conducted due diligence on stock’s risk-reward profile.
Matthew Berkowitz, Mba, Caia Skills
Matthew Berkowitz, Mba, Caia Education Details
-
Cornell UniversityStrategy & Finance -
Binghamton University School Of ManagementFinance And Marketing
Frequently Asked Questions about Matthew Berkowitz, Mba, Caia
What company does Matthew Berkowitz, Mba, Caia work for?
Matthew Berkowitz, Mba, Caia works for Capco
What is Matthew Berkowitz, Mba, Caia's role at the current company?
Matthew Berkowitz, Mba, Caia's current role is U.S. Wealth Management and Asset Management Strategy Practice Lead.
What is Matthew Berkowitz, Mba, Caia's email address?
Matthew Berkowitz, Mba, Caia's email address is ma****@****ail.com
What is Matthew Berkowitz, Mba, Caia's direct phone number?
Matthew Berkowitz, Mba, Caia's direct phone number is +191785*****
What schools did Matthew Berkowitz, Mba, Caia attend?
Matthew Berkowitz, Mba, Caia attended Cornell University, Binghamton University School Of Management.
What skills is Matthew Berkowitz, Mba, Caia known for?
Matthew Berkowitz, Mba, Caia has skills like Portfolio Management, Alternative Investments, Investments, Capital Markets, Investment Banking, Financial Services, Hedge Funds, Wealth Management, Strategy, Fixed Income, Asset Allocation, Asset Management.
Who are Matthew Berkowitz, Mba, Caia's colleagues?
Matthew Berkowitz, Mba, Caia's colleagues are Allan Cuttle, Shadab Ahmed, Amelia Baker, Regina Veiga, Pawan Hasija, Pramod Madanu, Santosh Premraj P.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial