Max Berkovich
Trading-Equity at Strategic Financial Services, Inc. (New York)
Profile
Mr. Max Berkovich is a Portfolio Manager at Strategic Financial Services, Inc. (New York).
He is responsible for delivering investment results through the development, management, and enhancement of the firm’s core fixed income investment strategies and custom portfolios.
He is also a member of Strategic’s Investment Committee.
He joined Strategic in the Spring of June 2004 as an Operations Specialist.
He assumed responsibility for the firm’s trading and trade settlement procedures.
In 2008, he was promoted to Portfolio Analyst and Head Trader.
His dual role in operations and investment management afforded him a unique opportunity to interact with clients and advisors in a central role.
In 2011, he shed most of his prior duties to focus solely on investment management work.
In addition to his role as Fixed Income Portfolio Manager, he continues in his position as Head Trader and covers the Utilities and REITs sectors for Strategic’s two equity strategies.
Prior to joining Strategic, Mr. Berkovich worked for a boutique broker-dealer, where his duties included trading, investment banking, and equity research.
Prior to these roles, he worked for two summers in the Prime Brokerage Department of Bear Stearns.
He received his BA in Economics & Political Science, Minor in Management from Utica College.
Max Berkovich active positions
| Companies | Position | Start |
|---|---|---|
Strategic Financial Services, Inc. (New York)
 Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Trading-Equity | 01/06/2004 |
Former positions of Max Berkovich
| Companies | Position | End |
|---|---|---|
American Youth Soccer Organization, Inc.
 American Youth Soccer Organization, Inc. Movies/EntertainmentConsumer Services American Youth Soccer Organization, Inc. operates as a nonprofit and the oldest national youth soccer program. It provides soccer program development. The company was founded in 1964 and is headquartered in Torrance, CA. | Corporate Officer/Principal | - |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Training of Max Berkovich
| Utica College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Strategic Financial Services, Inc. (New York)
Strategic Financial Services, Inc. (New York) Investment ManagersFinance Strategic Financial Services, Inc. is an independent, SEC-registered investment advisor headquartered in Utica, New York. The firm was founded by Alan Leist Jr. in 1979 as Strategic Investment Advisors, Inc. Strategic Financial Services provides investment management services on a discretionary basis for institutions, private clients, and corporate retirement plans. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
American Youth Soccer Organization, Inc.
American Youth Soccer Organization, Inc. Movies/EntertainmentConsumer Services American Youth Soccer Organization, Inc. operates as a nonprofit and the oldest national youth soccer program. It provides soccer program development. The company was founded in 1964 and is headquartered in Torrance, CA. | Consumer Services |
- Stock Market
- Insiders
- Max Berkovich
