Edelman Financial Engines
Harry Berman has had a diverse and successful career in the financial industry. Harry began their professional journey in 1995 as the Brokerage President & CEO, Sales Manager, and Compliance Manager at Penn Securities/National Penn Bank. After ten years in this role, they joined The Mutual Fund Store in 2007 as the Senior Vice President - Investments. Harry served in this position for almost ten years before transitioning to Edelman Financial Engines in the same year. At Edelman Financial Engines, they held the role of Senior Vice President - Financial Planning, where they currently work.
Harry Berman completed their BA in English & Political Science at the University of Rochester from 1978 to 1982. Harry later pursued an MBA in Finance & Marketing at the University of Connecticut School of Business from 1989 to 1994.
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