Team

Max Berkovich

Portfolio Manager, Partner

Passionate. Opinionated. Outspoken. Loyal. And Intellectually Curious.

Strategic Financial Services Co-workers Francesca and Max looking together at something on the computer. Female with short brown hair and male with beard wearing a blue shirt.

Master of Portfolios.

Max is responsible for delivering investment results through the development, management, implementation and enhancement of the firm’s investment strategies and custom portfolios. Max is also a member of Strategics’ Investment Committee.

Prior to joining Strategic, Max worked for a boutique broker-dealer, where his duties included trading, investment banking, and equity research. Max started his financial services journey with two summers in the Prime Brokerage Department of Bear Stearns & Co..

Max joined Strategic in 2004 as an Operations Specialist. He assumed responsibility for the firm’s trading and trade settlement procedures. In 2008, Max was promoted to Portfolio Analyst, Fixed Income Specialist and Head Trader. Max’s dual role in operations and investment management afforded him a unique opportunity to interact with clients and advisors in a central role.

In 2011, Max shed most of his prior duties to focus solely on investment management work. In addition to his role as Portfolio Manager, he continues to supervise trading of the firm and oversee strategy implementation in client portfolios.

Education

Bachelors of Art in Economics and Political Science with a Minor in Management, Utica College of Syracuse University

Community Service

Oriental-Faxton Lodge #224 F. & A.M., Chairman of Trustees

Beneath the Surface

Claim to Fame

Katrena’s husband.

Enjoys

Listening to music, especially attending live concerts. Watching Football, couponing, absorbing as much financial news as possible, running and nurturing his kids.

Family

Max lives with his wife Katrena, his son Erik, daughters Veronika and Rebekah.

The greatest lesson in life is to know that even fools are right sometimes.
Sir Winston Churchill