Vincent Urbancic

Vincent Urbancic, CFA, serves as Managing Director at Berkeley Research Group LLC, specializing in the Financial Institutions Practice since April 2021. Vincent leads efforts to assist commercial banks, consumer finance companies, mortgage banks, capital market participants, and insurance companies with critical business issues, including regulatory response, risk management, technology enablement, compliance, operational enhancement, and strategic development. An active volunteer with the CFA Institute since December 2012, Vincent contributes to advancing professional standards and ethics in the investment management industry. Prior experience includes directing the Banking Insurance and Capital Markets sector at Guidehouse and Navigant, alongside roles at Booz Allen Hamilton and Fannie Mae. Academic credentials include an MBA in Finance from Johns Hopkins University and a Chartered Financial Analyst designation.