Having a Berkeley Investment Officer working with you is a lot like hiring a Chief Investment Officer to help manage your family's net worth. We work along side you to understand your entire investment landscape (including your privately held assets and businesses). Meet some of our people who are embracing a focused investment-first approach to wealth preservation and growth.

Meet The Team



MICHAEL C. EDDY

Managing Partner

Managing partner at Berkeley, Michael Eddy has been a Registered Investment Advisor since April 1983 and portfolio advisor since 1992. Michael’s experience centers on equity and fixed-income portfolio management and analysis.

Meet Mike



Tony Palazzo, CFA

Partner, Investment Officer

Tony started his career at Smith Barney before leaving to help found Berkeley in 2009.   Tony brings a high level investment expertise to Berkeley. He is a Chartered Financial Analyst (CFA).

Meet Tony



Chris Eddy, CFP®

Partner, Investment Officer

Chris is a founding partner at Berkeley Capital. As a CFP®, he takes particular interest in the macro-level of his clients' finances by ensuring that their investment, cash flow, insurance and business needs align with their short and long term goals.

Meet Chris



Stuart Blewett

Partner, Investment Officer

“It’s all about the relationships” – is often quoted in Stuart’s office when asked what he enjoys most about his work. Stuart began his career in the financial services industry over two decades ago and has a passion for . . .

Meet Stuart



Dan Newberg, CFP®

Partner, Chief Compliance Officer

Dan is a 25 year veteran in the investment industry and is a CFP® professional. Before coming to Berkeley, Dan worked as a financial advisor at Smith Barney for 10 years.  At Berkeley Dan continues to advise clients . . .

Meet Dan



Charles Barry

Senior Investment Officer

Charlie has certainly seen the world of investing change during the course of his nearly 40 year career. He began his career on Wall Street working for one of the nation's oldest investment banks.....

Meet Charlie



Michael Brown

Senior Investment Officer

Meet Michael

Meet Michael



Ilana Bloch

Operations Manager

Ilana has kept things in good standing at the Berkeley offices since joining in 2012 and has built valuable relationships...

Meet Ilana