Matthew

Matthew

Managing Principal

Interests

Matthew enjoys the pursuit of understanding the complexity of the world around him, as well as dancing, traveling, fitness and fine dining.

Capco role and focus

Matthew is a managing principal and the head of Capco’s Retirement DOL Fiduciary Consultant Practice, focused on wealth and investment management. He is responsible for driving new solution ideas and taking them to market, expanding Capco’s Wealth Management practice capabilities and market footprint, strengthening the Capco brand and helping position Capco North America to meet its revenue targets.

 

Industry expertise

Matthew Berkowitz has over 14 years of industry experience working in cooperation with senior management at major wealth management practices, banking institutions and global diversified financial services firms. He specializes in leading portfolio advisory teams in the development of customized wealth management strategies, analysis and advice for high and ultra-high net worth clients, including capital market ideas, trust and estate strategies, risk management and other client specific portfolio issues. Matthew’s provides innovative solutions that transform and help major financial institutions navigate the complex and dynamic financial services landscape.

He is a recognized thought leader who has authored articles and white papers on brand and solution developemnt, campaign strategy, and sales and business development, among other topics.

 

Professional background

Before his career at Capco, Matthew served as head of asset allocation and customized analysis for Citigroup Private Bank’s North America Investment and Advisory Solutions Group. He also worked in New York and London for Merrill Lynch in the area of equity research and portfolio management.

Matthew holds an MBA from Cornell University’s S.C. Johnson Graduate School of Management and is a Chartered Alternative Investment Analyst.