Berkeley Capital Partners, LLC

Daniel Newberg is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Berkeley Capital Partners, LLC since 2015. He previously worked at Triad Advisors, Inc. for one year. Berkeley Capital Partners, LLC is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, corporations, and small businesses. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive allocations.

Stuart Blewett is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Blewett is a limited partner in Berkeley Capital Partners Venture I, LLC, an entity formed to invest in a medical device company. Berkeley Capital Partners, LLC manages discretionary portfolios for individuals, trusts, retirement plans, and other entities, using global asset allocation strategies across a broad range of investment types. The firm sponsors private pooled investment vehicles and employs performance-based incentive allocations, operating with multiple offices and utilizing derivatives and leverage in managed accounts.

Michael Brown is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Berkeley Capital Partners since 2016 and concurrently serves as a Software Consultant at IBM. Outside of his advisory role, Michael is President of Brown Development Partners, LLC, a company involved in buying, renovating, and selling houses in the Atlanta metropolitan area. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, and other entities. The firm employs global asset allocation strategies across various asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Christopher Eddy is a CFP® with 17 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and previously worked at Wells Fargo Advisors and Citigroup Global Markets. Berkeley Capital Partners manages approximately $1.1 billion in assets for a diverse client base, offering discretionary portfolio management and global asset-allocation strategies. The firm also acts as a fund sponsor and private fund adviser, providing a range of investment services including retirement plan fiduciary support and a managed account wrap program.

Michael Eddy is a financial advisor with Berkeley Capital Partners, LLC in Milton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Triad Advisors, Inc. since 2015 alongside his role at Berkeley Capital Partners, where he is a managing partner. Berkeley Capital Partners manages discretionary portfolios for a diverse client base including individuals, trusts, and institutions, employing global asset allocation strategies across various asset classes. The firm is known for sponsoring private pooled investment vehicles and utilizing performance-based incentive structures, operating multiple offices, and incorporating derivatives and leverage in managed accounts.

Anthony Palazzo is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Berkeley Capital Partners, LLC since 2015 and previously held roles at Triad Advisors, Inc., Wells Fargo Advisors, and Citigroup Global Markets. Berkeley Capital Partners, LLC is an SEC-registered investment adviser managing approximately $1.1 billion in assets for a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable institutions. The firm focuses on discretionary portfolio management and global asset allocation using a variety of investment vehicles and also sponsors private funds and a managed account wrap program.

Jeffery Pierce is a financial advisor with Berkeley Capital Partners, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Berkeley Capital Partners since 2018 and previously worked at Invesco from 2015 to 2018. Berkeley Capital Partners is an SEC-registered adviser managing discretionary portfolios for individuals, trusts, retirement plans, foundations, and businesses. The firm employs global asset allocation strategies across multiple asset classes and sponsors private pooled investment vehicles with performance-based incentive structures.

Charles Barry Jr. is a financial advisor with Berkeley Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Berkeley Capital Partners and Triad Advisors, Inc. since 2015. Berkeley Capital Partners, LLC manages discretionary portfolios for a diverse client base, including high-net-worth individuals, trusts, retirement plans, and corporations. The firm employs global asset allocation strategies across various asset classes and is notable for sponsoring private pooled investment vehicles and using performance-based incentive allocations.