Berman Capital Advisors, LLC
Address: 3475 Lenox Rd NE, Atlanta, GA 30326 Phone: (404) 554-4999: : Place name: Website: : : Hours: : : Category: Website: http://www.bermancapitaladv.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Berman Capital Advisors Posting publicly on the Web Write a review Reviews 1 Google review
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Berman Capital Advisors, LLC Employees
Berman Capital Advisors, LLC November 2010 - Present
Goldman Sachs August 2004 - October 2010
Skills
Asset Management
Education
Wharton Business School 2002 — 2004
MBA, Finance
Georgetown University 1995 — 1999
BSBA, Accounting, Economcs
Berman Capital Advisors, LLC December 2014 - Present
Brightwater Homes November 2012 - April 2014
Kids II February 2011 - October 2011
Crawford Communications/ Crawford Media Services January 2006 - December 2010
Babush, Neiman, Kornman & Johnson, LLP August 2002 - December 2005
Skills
Finance, Accounting, Tax, CPA, High Net Worth..., Tax Advisory, QuickBooks
Education
Tulane University - A.B. Freeman School of Business 1989 — 1993
BSM, Accounting
Berman Capital Advisors, LLC May 2015 - Present
Atlanta Society of Finance and Investment Professionals - ASFIP January 2013 - Present
UPS June 2012 - May 2015
American Appraisal Associates March 2011 - June 2012
Alexandra Capital Partners January 2010 - March 2011
Coleman Legal Group, LLC January 2007 - January 2010
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Matlab, Python, Private Equity, Real Estate, R, Risk Management, Capital Markets, Financial Analysis, Financial Modeling, Finance, Valuation, Equity Valuation, Bloomberg Terminal, Equity Research, Economics, Quantitative Research
Education
SYMMYS 2013 — 2013
Advanced Risk and Portfolio Management Bootcamp, Advanced Risk and Portfolio Management
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, Finance and Risk Management
Уральский Государственный Университет им. А.М. Горького 1999 — 2003
Bachelors, Philosophy and Mathematics (minor)
Triumph Wealth Advisors, Inc November 2014 - Present
TCM Securities, Inc November 2014 - Present
Gibbs Financial Group October 2009 - Present
IU Atlanta Alumni Association January 2014 - Present
Berman Capital Advisors, LLC July 2013 - September 2014
Ameritas Investment Corp. September 2010 - July 2012
AEGON / Transamerica October 2009 - September 2010
AEGON - Business Development March 2009 - October 2009
AEGON / Transamerica Financial Group 2002 - 2009
AEGON Broker Dealer March 1999 - April 2002
Skills
Business Strategy, Strategic Planning, Product Marketing, Leadership Development, Fixed Annuities, Leadership, Retirement Planning, Sales, Strategic Financial..., Life Insurance, Entrepreneurship, Business Planning, Retirement, Investments, Marketing, Small Business, IRAs, Term Life Insurance, Wealth Management, Universal Life, 401k, 401k Rollovers, Mutual Funds, Financial Planners, Investment Advisory, Wealth, Asset Management, Portfolio Management, Financial Services, Estate Planning, Asset Allocation, Financial Advisory, High Net Worth..., Wealth Accumulation, Disability Insurance, Variable Annuities, Financial Planning
Education
Indiana University Bloomington 1992 — 1997
Finance, Economics
East High School 1988 — 1992
Prudential Capital Group 2013 - Present
Berman Capital Advisors, LLC 2012 - 2012
Merrill Lynch April 2011 - August 2011
Skills
Portfolio Management, Customer Service, Hedge Funds, Microsoft Excel, Investments, Valuation, Asset Management, Investment Management, Securities, Asset Allocation, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Berman Capital Advisors, LLC September 2014 - Present
John E. Walker Department of Economics, Clemson University August 2013 - May 2014
Academic Success Center June 2012 - May 2013
Hilliard Lyons May 2012 - August 2012
Academic Success Center November 2010 - May 2012
Skills
Economics, Data Analysis, Econometrics, Stata, Access, LaTeX, Research, Financial Analysis, Statistics
Education
Clemson University 2012 — 2014
Master's Degree, Economics
Clemson University 2008 — 2012
Bachelor of Arts, Economics
IMG College - The Collegiate Licensing Company March 2014 - Present
Berman Capital Advisors, LLC February 2013 - November 2013
SportsTrust Advisors August 2012 - January 2013
Dickey Broadcasting August 2012 - January 2013
The University of Georgia Athletic Association April 2010 - January 2012
Skills
Photoshop, Microsoft Office, Social Media, PowerPoint, Illustrator, Final Cut Pro, Outlook, Microsoft Excel, Social Media Marketing, Marketing, Advertising, Event Planning, Public Speaking
Education
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Marketing
The University of Georgia 2007 — 2011
Bachelor of Science, Sport Management
Berman Capital Advisors, LLC August 2014 - Present
Balentine May 2013 - August 2014
GLOBALT Investments August 2007 - May 2013
GLOBALT Investments August 2007 - May 2013
National Security Agency 2005 - 2007
Skills
Financial Analysis, Economics, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, Quantitative Investing, Portfolio Optimization, Investment Strategies, Investment Management, Chartered Financial..., Financial Statement..., ETFs, Quantitative Analytics, Due Diligence, Alternative Investments, Investment Banking, Asset Allocation, Equities, Hedge Funds, Investments, Asset Management, Valuation
Education
The Johns Hopkins University 1998 — 2000
Master's degree, International Relations
University of California, San Diego 2003 — 2005
Master's degree, Political Science
Wake Forest University 1993 — 1997
Bachelor's degree, History
Pace Academy 1990 — 1993
Berman Capital Advisors, LLC December 2014 - Present
Travel Sabbatical October 2013 - September 2014
Russell Investments September 2011 - September 2013
The Home Depot November 2010 - July 2011
The Home Depot May 2008 - November 2010
LCG Associates January 2006 - May 2008
Hewitt Associates June 2005 - January 2006
Skills
Investments, Portfolio Management, Superior Client Service, Investor Relations, Corporate Finance, Asset Allocation, Finance, Hedge Funds, Private Equity, Alternative Investments, Competitive Analysis, Forecasting, Analysis, CRM, Mutual Funds, Asset Management
Education
Georgia Institute of Technology 2001 — 2005
BS Management, Finance & Economics
Aether Strategies, LLC August 2014 - Present
Drake Libby LLC September 2013 - January 2014
Berman Capital Advisors, LLC November 2010 - August 2013
Credit Suisse March 2007 - November 2010
The Kent School 2000 - 2002
Skills
Fixed Income, Equities, Private Equity, Series 7, Investments, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling, Bloomberg
Education
Princeton University 1996 — 2000