Thom Charles Berkowitz

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Finance

Consumer Services

Profil

Prior to joining the Cornerstone Capital Management in May 2006, Mr. Berkowitz was with Capital Management Associates, where he was a shareholder since 1994.
At CMA, he helped individuals and businesses with strategic and financial planning.
His background also includes a strong emphasis in business succession planning.
He is past president and chairman of the board of the Twin Cities Association for Financial Planning.
Mr. Berkowitz graduated from Augsburg College in Minneapolis with a Bachelor of Arts degree in Health and Physical Education.

Ehemalige bekannte Positionen von Thom Charles Berkowitz

Unternehmen	Position	Ende
Capital Management Associates, Inc. (Illinois) Capital Management Associates, Inc. (Illinois) Investment ManagersFinance Founded in 1995 by Charles Dushek, Capital Management Associates, Inc. is a registered investment advisor located in Lisle, Illinois. The firm provides investment management services to individuals, pensions and profit sharing plans, trusts, estates, charitable organizations and business entities	Corporate Officer/Principal	30.04.2006
Cornerstone Capital Management LLC Cornerstone Capital Management LLC Investment ManagersFinance Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families.	Corporate Officer/Principal	-

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Ausbildung von Thom Charles Berkowitz

Augsburg College

Undergraduate Degree

Erfahrungen
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