Angela R. Berkosky

1869 Charter Lane Suite 302 Lancaster, PA 17601

717.393.9721

1200 Broadcasting Road Suite 100 Wyomissing, PA 19610

610.927.4685

Angela is the director of investment strategy for Savant and works from our Lancaster, PA and Wyomissing, PA offices. She has a membership interest in Savant.

Angela has attained her Chartered Financial Analyst® (CFA®) designation.

Angela has been involved in the financial services industry since 1999. She 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.

Angela is a member of the CFA Institute and the CFA Society of Philadelphia. She is an active member of the advisory council for Wood Honors College at Shippensburg University, where she serves as a mentor for honors college students and helps guide honors curriculum and programs.

Angela earned a bachelor of science degree in business administration from Shippensburg (PA) University and a master of business administration (MBA) degree from Lebanon Valley College in Annville, PA.

Angela is an accomplished pianist and lives in eastern Pennsylvania with her husband Tom and their family. They enjoy traveling, attending live concerts, and spending time with their collie, Samson.

Articles &
Media

Inflation “Protection” Through TIPS and I Bonds

Education &
Designations

Shippensburg University
Bachelor of Science in Business Administration
Lebanon Valley College
Master of Business Administration (MBA)
Chartered Financial Analyst® (CFA®)

Affiliations &
Community Service

CFA Institute – member
CFA Society of Philadelphia – member
Shippensburg University Wood Honors College – advisory council member

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