Berk is a partner and serves as a portfolio manager providing customized investment advice to families as well as corporate and charitable organizations. He joined the firm in 2015 as a result of the partnership between Brown Advisory and Highmount Capital. Berk co-founded Highmount in 2002 and served as the firm’s Co-Chief Investment Officer overseeing internal equity strategies and external manager solutions. Previously, he was a vice president at Trainer Wortham & Company, where he established the Family Wealth Management Group, and began his career in the Private Bank at Bankers Trust.
Education
- Bucknell University, BA (1992)
Community Involvement
- Trustee, Darien Land Trust
- Advisory Council Member, Breast Cancer Alliance
Certifications
- CFA®
- CAIA
