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

Chad Burns

Investment Officer

Chad brings more than 23 years of experience working across Capital Markets and Wealth Management managing assets and risk for an array of institutional clients, non-profits, and private clients.

Meet Chad

Michael Brown

Partner, Investment Officer

Michael embarked on his investment career at Smith Barney, where he focused on investing for a number of athletes from Major League Baseball and the 1990 Georgia Tech national championship football team.

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