Angela R. Berkosky

CFA®, MBA

Director of Investment Strategy / Member Owner

If you act with integrity across all aspects of your life, everything else will fall into place.

1869 Charter Lane Suite 302 Lancaster, PA 17601
717.393.9721
1200 Broadcasting Road Suite 100 Wyomissing, PA 19610
610.927.4685

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 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. She has attained her Chartered Financial Analyst® (CFA®) designation. Angela is a member of the CFA Institute and the CFA Society of Philadelphia.

Angela 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 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.


Education &
Designations

  • Shippensburg (PA) University 
    Bachelor of Science in Business Administration
  • Lebanon Valley College, Annville, PA
    MBA
  • Chartered Financial Analyst® (CFA®)

Affiliations &
Community Service

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