Why You Need a Will
Chief Financial Officer
Neal J. Berkowitz has been active in the financial services industry since 1990. He has broad expertise in unregistered and UCITS as well as other types of investment funds. In addition, he has experience in the preparation of business plans, risk management process documents and other policies and procedures for investment funds. Furthermore, he has also been responsible for the audit of financial statements for investment firms and management companies.
Prior to joining MMBB, Neal was CFO at Abel Noser and before that he worked for 28 years as Senior Vice President and CFO at Christian Brothers Investment Services (CBIS), a global asset management firm. CBIS works in partnership with Catholic institutions to develop Catholic responsible investing solutions to meet current and future investment needs. At CBIS he was responsible for the establishment and management of various kinds of investment funds. He served as director of CBIS Global Funds and a member of CBIS’ management team. Before that, Neal worked at Ernst & Young.
Neal holds an MBA from Pace University, is a Certified Public Accountant and a Chartered Global Management Accountant. Neal is also a board member and Treasurer of Westchester Disabled On the Move.
A Message for MMBB Members
The MMBB Retirement Plans recordkeeping transition to Fidelity is complete. Currently only MMBB members with a balance in their retirement account are eligible to register for the MMBB Member Portal. If you don’t have a balance in your MMBB retirement account no action is required at this time.
Eligible members who have not yet registered will receive an invitation including a unique URL to set up their Member Portal credentials. Thank you.
You will be linking to another website not owned or operated by MMBB. MMBB is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by MMBB of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from MMBB.
If you “Proceed”, the link will open in a new window.