Angela’s Approach
Angela R. Berkosky
CFA®, MBA
Director of Investment Strategy / Member Owner
Overview
Angela Berkosky serves as director of investment strategy, working out of our Lancaster and Wyomissing, Pennsylvania, offices. She has more than 25 years of experience in the financial services industry, with a career rooted in disciplined investment strategy and long-term client outcomes.
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 as secretary of the congregation council at St. John’s Evangelical Lutheran Church in Boyertown, Pennsylvania.
She earned a bachelor’s degree in business administration from Shippensburg University and a Master of Business Administration (MBA) from Lebanon Valley College in Annville, Pennsylvania.
An accomplished pianist, Angela 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
- Shippensburg University
Bachelor of Science in Business Administration - Lebanon Valley College
Master of Business Administration (MBA)
Professional Designations
- Chartered Financial Analyst®
Affiliations
- CFA Institute – member
- CFA Society of Philadelphia – member
- Shippensburg University Wood Honors College – advisory council member
- St. John’s Evangelical Lutheran Church – secretary of congregational council
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Your Investment Plan as a Blueprint for Enduring Wealth
A well-structured investment plan can support long-term financial goals through cash flow, risk management, and disciplined growth strategies.
Inflation “Protection” Through TIPS and I Bonds
Inflation has left many of us wondering how we can preserve purchasing power in our investment portfolios, particularly…
All Insights by Angela R. Berkosky
2 insights
Your Investment Plan as a Blueprint for Enduring Wealth
A well-structured investment plan can support long-term financial goals through cash flow, risk management, and disciplined growth strategies.
Inflation “Protection” Through TIPS and I Bonds
Inflation has left many of us wondering how we can preserve purchasing power in our investment portfolios, particularly…
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