Meet The Team
MICHAEL C. EDDY
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.
Tony Palazzo, CFA
President & Partner
Tony is currently President of Berkeley Capital Partners, LLC, a private asset management firm and registered investment advisor (RIA) that he helped build from the ground floor.
Chris Eddy, CFP®
Vice President & Partner
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.
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 . . .
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 . . .
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.....