Strategic Financial Services has named Max Berkovich portfolio manager and new partner. He is a seasoned investment professional with a strong track record in developing and managing successful investment strategies, the firm says. He is a key contributor to Strategic’s Investment Committee, where he plays a pivotal role in shaping the firm’s investment direction. With a comprehensive background spanning investment banking, equity research, and trading, Berkovich brings a well-rounded perspective to his role. His deep understanding of the financial markets is complemented by his extensive experience in portfolio management and strategy implementation. Prior to his current position, Max held various roles at Strategic, including operations specialist, portfolio analyst, fixed income specialist, and head trader. This diverse experience provides him with a unique ability to see the investment process from multiple angles, ultimately benefiting clients.
