Berman McAleer

Kimberly Silvestri is a financial advisor at Berman McAleer with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm manages approximately $1.82 billion on a discretionary basis and employs a research-driven investment process that segments portfolios into long-term equity, short-term fixed income, and intermediate alternatives.

Andrew Cook is a CFP® professional at Berman McAleer with 21 years of industry experience. His prior roles include nearly two decades at Kestra Investment Services and Kestra Advisory. He is a partner in BMC Holdings LLC, where he helps determine investments for the ownership group. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and structures portfolios using fundamental and quantitative analysis across long-term, short-term, and intermediate investment segments.

Andrew Bruns is a CFP® professional at Berman McAleer with five years of experience in the financial industry. Prior to joining Berman McAleer in 2021, he worked at Academy Financial and Planning Solutions Group. He also has experience in education, having taught at Towson University and Loyola Blakefield. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a discovery-based planning process and manages portfolios across equity, fixed income, and alternative segments through an investment committee.

David Berman is a CFP® and ChFC® with 37 years of industry experience. He is currently with Berman McAleer, where he has worked since 2025. Prior to this, he spent over two decades at Kestra Investment Services and affiliated firms. Berman serves on the board of Pride of Baltimore, Inc., contributing to strategic decisions and fundraising efforts. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a discovery-based planning process and invests through a committee-structured, three-segment portfolio approach, combining fundamental and quantitative analysis while managing approximately $1.82 billion on a discretionary basis.

Matthew Hess is a CFP® professional affiliated with Berman McAleer and has two years of industry experience. Prior to joining Berman McAleer, he worked at Kestra Advisory and Williams Asset Management. His work history also includes roles outside the financial industry, such as time at Fenwick Crab House and Transportation Management Services. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a research-driven investment process that segments portfolios into long-term equity, short-term fixed income, and intermediate alternatives, with discretionary asset management guided by an Investment Committee and individual advisors.

Patrick Monaghan IV is a financial advisor with Berman McAleer, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over two decades. Outside of his advisory role, Monaghan serves on the board of directors for Prospect Hill Cemetery of Towson, Inc., a community nonprofit. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and manages portfolios through a segmented approach using fundamental and quantitative analysis.

John McAleer IV is a CFP® professional with 36 years of industry experience. He is currently with Berman McAleer and previously worked for Kestra Advisory Services, LLC and Kestra Investment Services, LLC. McAleer serves on the board of the Keen Foundation, providing guidance on charitable giving. Berman McAleer offers holistic financial planning and discretionary portfolio management for individuals, businesses, trusts, estates, and retirement plans. The firm uses a discovery-based planning process and structures portfolios across equity, fixed income, and alternative segments, combining fundamental and quantitative analysis in its investment approach.

Genevieve Crisera is a CFP® professional with 15 years of industry experience. She currently serves at Berman McAleer and previously worked at Kestra Advisory and L. Warner Companies, Inc. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and utilizes a segmented investment approach overseen by an Investment Committee, managing approximately $1.82 billion on a discretionary basis.

Brian Carroll is a CFA® charterholder serving as a financial advisor at Berman McAleer with eight years of industry experience. Prior to joining Berman McAleer, he worked at WMS Partners, LLC and Graham Capital Management, and also spent two years at Johns Hopkins Carey Business School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a structured investment approach across long-term equity, short-term fixed income, and intermediate alternatives, using both fundamental and quantitative analysis.

Adam Murray is a CFP® professional with 13 years of industry experience. He is currently with Berman McAleer and previously worked at Kestra Advisory and Sei Investments. Berman McAleer serves individuals, business entities, trusts, estates, and retirement plans with holistic financial planning and discretionary portfolio management. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios into long-term, short-term, and intermediate segments, combining fundamental and quantitative research in its management approach.

Susan Mitcheltree is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Berman McAleer. She previously worked at Kestra Advisory and Kestra Investment Services, LLC for a combined 15 years. Outside of her advisory role, she is a member of BMc Holdings LLC, an investment entity for the firm’s principals. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios across equity, fixed income, and alternatives, combining fundamental and quantitative analysis to manage approximately $1.82 billion in assets.

Melanie Hagan is a financial advisor at Berman McAleer with 21 years of industry experience. She holds the Series 65 and Series 66 designations and previously worked at Kestra Advisory and Kestra Investment Services. Outside of her advisory role, she serves on the advisory board for Cool Kids Campaign and is a member of the Board of Trustees at Maryvale Preparatory School. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm uses a structured, committee-driven investment approach combining fundamental and quantitative analysis to implement client-specific portfolios.

Brett Holmes is a CFP® and CFA® with 13 years of industry experience. He is currently with Berman McAleer in Timonium, MD, where he has been since 2025. Prior to joining Berman McAleer, he worked at Kestra Advisory and Kestra Investment Services for over a decade. Holmes serves as President of the Loyola Blakefield Alumni Association, where he helps lead board meetings and community fundraising efforts. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and an Investment Committee that structures portfolios into long-term equity, short-term fixed income, and intermediate alternatives segments, managing approximately $1.82 billion in discretionary assets.