Berman McAleer Named a 2018 Best Places to Work for Financial Advisers by InvestmentNews

3/28/18

Berman McAleer has been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews today.

Berman McAleer was chosen as one of this year’s top-50 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“On behalf of the Berman McAleer team, we are grateful to be honored with this award. A strong company culture keeps us all connected,” said David Berman, Co-Founder and CEO of Berman McAleer. “Trust and mutual respect are principles which define Berman McAleer – they guide how we service clients as well as how we treat each other.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.

InvestmentNews is pleased to introduce our readers to firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, VP/Publisher,InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

Berman McAleer will be recognized on May 15th at the first annual Best Places to Work for Financial Advisers Awards Luncheon in Chicago at the University Club.

To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisers, please go to investmentnews.com/BestPlacestoWork.

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most in influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts,InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of Crain Communications, Inc.

About Berman McAleer

Berman McAleer LLC is a private wealth management firm headquartered in Timonium, Maryland with an office in Manhattan. As of 12/31/17, Berman McAleer LLC’s advisors work with 420 high-net-worth families and manage approximately $880 million in individual assets. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC, and advisory services through Kestra Advisory Services, LLC. For more information about Berman McAleer, visit www.bmcplanning.com.

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