Howard C. Berkowitz
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at the profile below to learn more about Mr. Berkowitz's professional experience.
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Howie Berkowitz
President- Woodbury Investments
Howard Berkowitz is the founder of Woodbury Investment Management Co., Inc. and has twenty five years of experience in the financial services industry.
He has served as a Financial Consultant, Branch Office Manager, Principal engaged in training and oversight, Senior Vice President of Investments and most recently President of Woodbury Investments.
Throughout his career, Howard has worked diligently to help his clients protect their investments through planning and diversification. He draws upon his many years of investment experience to communicate, implement and monitor solutions that are tailored to each clients needs and objectives.
Howard holds numerous Professional Securities Registrations such as the Series 6- Investment Company & Variable Contracts; Series 7- General Securities Registration; Series 9- General Securities Sales Supervisor; Series 24- General Securities Principal; Series 52- Municipal Securities Representative; Series 63- Uniform Securities Agent and Series 65- Uniform Investment Advosor. In addition Howard holds Life, Accident & Health and Variable Annuity Insurance Licenses in the states of New York, New Jersey, Conneticut, Florida and Vermont.
Prior to his career in financial services, Howard held various management positions at a NYSE listed national electronic retailer, where he worked for fifteen years. Before his professional career, Howard served in the US Army for three years, one of which was spent in the Republic of Vietnem.
Howard is a devoted husband, father and grandfather and lives in Orange County, New York with his wife of over thirty years.
