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 Our Team

Michael C. Eddy

Managing Partner

Meet Mike

Dan Newberg, CFP

Partner and Chief Compliance Officer

Meet Dan

Ilana Bloch

Operations Manager

Meet Ilana

Tony Palazzo, CFA

President & Partner

Meet Tony

Charles Barry

Senior Investment Officer

Meet Charlie

Chris Eddy, CFP

Vice President & Partner

Meet Chris

Michael Brown

Partner, Senior Investment Advisor

Meet Michael

Stuart Blewett

Investment Officer

Meet Stuart

Jeff Pierce


Meet Jeff