Angela Berkosky

Market Strategist at

Savant Capital LLC (Illinois)

Finance

Consumer Services

Profile

Ms. Angela R.
Berkosky, CFA MBA, is a Director of Investment Strategy at Savant Capital LLC (Illinois).
Ms. Berkosky was a partner and Chief Investment Officer for Domani Wealth from 2010 until it joined with Savant in 2023.
Prior to joining Domani, Angela was an investment officer at a trust company and an associate at a small investment bank.
She earned a bachelor of science degree in business administration from Shippensburg (PA) University and a master of business administration degree from Lebanon Valley College in Annville, PA.

Angela Berkosky active positions

Companies	Position	Start
Savant Capital LLC (Illinois) Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory.	Market Strategist	01/05/2023

All active positions of Angela Berkosky

Former positions of Angela Berkosky

Companies	Position	End
Domani Wealth LLC Domani Wealth LLC Investment ManagersFinance Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging.	Chief Investment Officer	-

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Linked companies

Private companies	4
Domani Wealth LLC Domani Wealth LLC Investment ManagersFinance Domani Wealth utilizes a team-led approach. The firm uses different methods of security analysis such as fundament and technical. In implementing investment advice, they may utilize investment strategies such as long-term purchases, margin transactions and individual entities/hedging.	Finance
Lebanon Valley College Lebanon Valley College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Shippensburg University of Pennsylvania Shippensburg University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Savant Capital LLC (Illinois) Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory.	Finance