Angela R. Berkosky

Angela Berkosky serves as a director of investment education and works out of our Lancaster and Wyomissing, Pennsylvania, offices. She has more than 30 years of experience in the financial services industry, with a career rooted in disciplined investment strategy and long-term client outcomes.  In her role, Angela works closely with advisors to ensure they have a coordinated investment team working alongside them to support clients’ financial goals.

Angela began working at Savant in 2023 when Domani Wealth joined the firm. At Domani, she served as partner and chief investment officer beginning in 2010. She led portfolio strategy and investment decision-making across client relationships. Earlier in her career, she worked as an investment officer at a trust company and began her professional path as an associate at a boutique investment bank.

She holds the Chartered Financial Analyst (CFA®) designation and remains actively involved in the profession as a member of both the CFA Institute and the CFA Society of Philadelphia. Her work reflects a commitment to rigorous analysis, thoughtful risk management, and aligning investment strategy with client goals and cash flow needs.

Angela also maintains strong ties to higher education. She serves on the advisory council for the Wood Honors College at Shippensburg University in Pennsylvania, where she mentors honors students and helps guide curriculum and program development. She also serves on the finance committee and as secretary of the congregation council at St. John’s Evangelical Lutheran Church in Boyertown, Pennsylvania.  Angela is a volunteer for St. John’s community meal service called Come to the Table and is also a member of the handbell choir.

She earned a bachelor’s degree in business administration from Shippensburg University in Pennsylvania and a Master of Business Administration (MBA) from Lebanon Valley College in Annville, Pennsylvania.

Angela and her husband, Tom, live in eastern Pennsylvania with their family. Together, they enjoy travelling, attending live concerts, and supporting their children at school and sporting events.  They also enjoy cheering for the Philadelphia Eagles as season ticket holders.