Max Berkovich

Background

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

Prior to joining Strategic, Max worked for a boutique broker-dealer, where his duties included trading, investment banking, and equity research. Prior to these roles, Max worked for two summers in the Prime Brokerage Department of Bear Stearns.

Max joined Strategic in the Spring of 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 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 Fixed Income Portfolio Manager, he continues to supervise trading of the firm and oversee strategy implementation in client portfolios.

Credentials

• BA, Economics and Political Science, Minor in Management, Utica College of Syracuse University

Community Service

Current

• Trustee, Oriental-Faxton Lodge #224, F. & A.M.

Past

• Master, Moriah Lodge #958, F. & A.M. (2010-2019)
• Thrice Potent Master and Trustee, Yahandahsis Bodies, A.A.S.R. – Valley of Utica (2009-2010)
• Treasurer Ziyara Shriners, A.A.O.N.M.S. (2010-2014)