Domani Wealth


Meet Angela Berkosky

Categories: Newsletter |
Estimated Reading Time:
2 minutes

Get to know our team members! Meet Angela Berkosky, CFA, our Chief Investment Officer.

What would a perfect workday look like for you?

I would start my day reading up on the markets while enjoying my coffee. I would also have a client meeting or two, as I really enjoy speaking with our clients and working with Domani Wealth’s advisors. It would also include a collaborative meeting with my Investment Strategy Group colleagues on an investment research topic or related project. I’d of course round out my day with more reading and research on the markets and economy.

What’s one of your favorite things about your job?

I absolutely love my job! One of my favorite things is the combination of analytical thinking and client interaction. I have always been detail-oriented and really enjoy problem solving. But I’m also a people person and enjoy hearing our client stories and helping them on their financial journey.

I also love the people here at Domani. Our team members are the utmost professionals, experts at their craft, and also wonderful people whom I consider myself lucky to work with.

Which of Domani Wealth’s core values resonates with you and why?

Integrity is probably the core value that resonates with me the most. If you have integrity, everything else should fall into place.

What’s your favorite type of music?

I love all kinds of music so I can’t pick just one! My dad is a professional musician, who still plays gigs in his 70s — so I have grown up around all genres of music. One of my all-time favorite things to do is attend concerts and live music. I’ve been to hundreds of concerts in my lifetime, including Michael Jackson, Chick Corea, Pearl Jam, Paul McCartney, and Loretta Lynn.

What would you do with a whole day of free time?

I would start by going out for breakfast with an iced coffee. Then I would spend quiet time reading a good book, head to a spa for some pampering, and round out the day with a nice dinner out with my family.


Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.


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