CODY B. BERKOWITZ
Family Wealth Planning
Cody joined the firm in January of 2013. As the service associate, he is the main point of contact for all client requests and inquiries. Other day-to-day duties include assisting with the operational functions of the firm. Cody also has a distinct role on the firm’s Investment Committee where he helps oversee the overall investment strategies.
Cody is a graduate of the University of Southern Maine where he obtained a Bachelor’s of Science in Business Administration. While at USM he was a 4 year stand out on the university golf team. Away from the office Cody enjoys spending time with family and friends. In the summer months he can be found at the beach or at his local country club.