Family Office
Berman Mcaleer (BMc)
Berman McAleer is a boutique investment advisory and wealth-management firm focused on fiduciary wealth preservation for high-net-worth individuals and family offices. The firm emphasizes tax-aware fixed income, concentrated equities, and customized alternatives allocation, combining discretionary portfolio management …
Asset classes & sectors
Digital Assets
Decision-makers
Andrew T. Cook
Partner & Director, Investment Management
Brian Carroll
Chief Investment Officer
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