Angela R. Berkosky, CFA

Angela R. Berkosky, CFA has over 25 years of work experience in the finance and investment industry. Angela R. currently serves as the Director of Investment Strategy and a Member-Owner at Savant Wealth Management since May 2023. Prior to this, Angela worked at Domani Wealth starting from October 2010 until May 2023, where they held the position of Partner and Chief Investment Officer. In this role, they led the Investment Strategy Group, responsible for implementing and monitoring portfolios, conducting investment research, and setting investment philosophy and allocations for clients.

Before joining Domani Wealth, Angela worked as an Investment Officer at Select Asset Management & Trust from March 2004 to October 2010. Prior to that, they served as a Senior Financial Analyst at Select Medical Corporation from 2000 to 2004. Additionally, Angela has experience as an Associate at WFG Capital Advisors in 1999 and as a Business Analyst at AMP / Tyco Electronics from 1995 to 1999. Overall, Angela's work experience demonstrates their expertise in investment strategy, portfolio management, and financial analysis.

Angela R. Berkosky, CFA pursued their education in a chronological manner. Angela R. attended Shippensburg University of Pennsylvania from 1992 to 1996, where they obtained a Bachelor of Science degree in Finance and Management Science. Angela R. then went on to pursue their MBA at Lebanon Valley College from 1998 to 2002. Angela has also obtained the Chartered Financial Analyst (CFA) certification, although further information regarding the institution, month, and year of attainment is not provided.