- NOTICE -

We are grateful for your business and wish you a Happy Thanksgiving.

Domani Wealth will be closed Thursday, November 22nd and Friday, November 23rd for the holiday. We will resume full operations on Monday, November 26.

Angela R. Gehman, CFA

Partner | Chief Investment Officer

Angela Gehman Berkosky, CFA
Partner | Chief Investment Officer

Angela leads the Investment Strategy Group’s portfolio management team members. In this role, she is responsible for setting the investment philosophy and allocations utilized throughout the firm. She works closely with the firm’s Wealth Advisors and clients to create customized investment portfolios considering their level of risk and financial goals. Angela’s team is responsible for the implementation and monitoring of client portfolios.

As part of the Domani Wealth Family Office team, Angela works very closely with the firm’s Wealth Advisors and clients of high net worth to locate, implement and monitor unique investment strategies and allocations. This includes meeting with separate account managers, private equity groups and other investment professionals to provide oversight for the entire families’ portfolios.

Angela enjoys meeting with clients to learn more about their unique financial needs. She finds it very rewarding to know she has made an impact on the lives of many clients through portfolio management.

 

Professional Accreditations & Education 
  • CFA® Charterholder
  • MBA, Lebanon Valley College
  • BS Business Administration, Shippensburg University of Pennsylvania

 

Professional Memberships 
  • CFA Institute
  • CFA Society of Philadelphia

 

Community Involvement (Current and Prior)
  • 100 Women Who Care, Lancaster County Chapter
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