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Neal Berkowitz – Senior Advisor North America

Neal has been active in the financial services industry since 1990. He has broad expertise in UCITS funds and other types of investment funds. He has experience in the preparation of business plans, risk management process documents and other policies and procedures for UCITS funds. He has also been responsible for the audit of financial statements for investment firms and management companies.

Prior to joining KB Associates, Neal was Senior Vice President and Chief Financial Officer at Christian Brothers Investment Services (CBIS), a global asset management firm.  At CBIS he was responsible for the establishment and management of various kinds of investment funds. He served as director of CBIS Global Funds and a member of CBIS’ management team. Prior to that, Neal worked in the property industry and with Ernst & Young.

 Neal holds an MBA from Pace University, is a Certified Public Accountant and a Chartered Global Management Accountant.

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