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While many retired clergy choose to enjoy their well-deserved season of rest, some seek ways to continue nurturing their spiritual calling.
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.
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Translations of any materials into languages other than English are intended solely as a convenience to the non-English-reading public. We have attempted to provide an accurate translation of the original material in English, but due to the nuances in translating to a foreign language, slight differences may exist.
Las traducciones de cualquier material a idiomas que no sean el inglés son para la conveniencia de aquellos que no leen inglés. Hemos intentado proporcionar una traducción precisa del material original en inglés, pero debido a las diferencias de la traducción a un idioma extranjero, pueden existir ligeras diferencias.
MMBB Financial Services is pleased to unveil our new website experience.
Watch a guided tutorial of our enhanced site to introduce you to important new features designed to help you live your life with financial confidence.
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