Berman McAleer

Kimberly Silvestri is a financial advisor at Berman McAleer with 19 years of industry experience. She holds the Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services, LLC. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, businesses, trusts, estates, and retirement plans. The firm employs a discovery-based planning process and manages portfolios across long-term equity, short-term fixed income, and intermediate alternative segments, combining fundamental and quantitative research techniques.

Andrew Cook is a CFP® professional with 22 years of industry experience, currently serving at Berman McAleer since 2025. He previously worked at Kestra Advisory and Kestra Investment Services, LLC from 2004 to 2025. Outside his advisory role, he is a partner in BMC Holdings LLC, where he helps determine suitable investments for the firm’s owners. 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 alternative segments, managing approximately $1.82 billion on a discretionary basis.

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 38 years of industry experience. He has been with Berman McAleer since 2025 and previously worked for Kestra Financial Services and its related entities from 2003 to 2025. Outside of his advisory role, he serves on the board of Pride of Baltimore, Inc. and is involved in several private investment and consulting activities. Berman McAleer is a team-based firm providing holistic financial planning and discretionary portfolio management for individuals, business entities, trusts, estates, and retirement plans. The firm uses a discovery-based planning process and manages portfolios across long-term equity, short-term fixed income, and intermediate alternative segments, with a combination of fundamental and quantitative research.

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 in Timonium, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over two decades. Outside of advising, Monaghan serves as a volunteer board member for Prospect Hill Cemetery of Towson, Inc. Berman McAleer provides holistic financial planning and discretionary portfolio management services to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach integrates fundamental and quantitative analysis, structuring client portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.

John McAleer IV is a CFP® with 37 years of experience in the financial industry. He is currently with Berman McAleer, a team of 13 advisors, and previously worked at Kestra Advisory Services and Kestra Investment Services for nine years. Outside of his advisory role, McAleer serves on the board of the Keen Foundation, providing guidance on philanthropic giving. Berman McAleer offers holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm employs a structured investment approach divided into long-term equity, short-term fixed income, and intermediate alternatives, combining fundamental and quantitative research to implement client-specific allocations.

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 with eight years of experience, currently serving as an advisor at Berman McAleer since 2018. He previously worked at WMS Partners, LLC, and has teaching experience from 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 discovery-based planning process and an Investment Committee that structures portfolios across equity, fixed income, and alternatives, managing approximately $1.82 billion on a discretionary basis.

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® with 21 years of industry experience and currently serves as a financial advisor at Berman McAleer. Her prior experience includes nine years at Kestra Advisory and 15 years at Kestra Investment Services, LLC. She is a member of BMc Holdings LLC, where she is a passive investor. 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 implements portfolios using a combination of fundamental and quantitative analysis across equity, fixed income, and alternative segments.

Melanie Hagan is a financial advisor at Berman McAleer with 21 years of industry experience. She holds Series 65 and Series 66 credentials and previously worked at Kestra Advisory and Kestra Investment Services. Outside of her advisory role, she serves on the advisory board of the 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, managing approximately $1.82 billion on a discretionary basis. The firm’s investment process integrates fundamental and quantitative analysis and structures client portfolios into long-term equity, short-term fixed income, and intermediate alternatives segments.

Brett Holmes is a financial advisor at Berman McAleer with 14 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining Berman McAleer in 2025, he spent nine years at Kestra Advisory and thirteen years at Kestra Investment Services, LLC. Holmes serves as president of the Loyola Blakefield Alumni Association, where he leads meetings and helps coordinate fundraising efforts for scholarships and school campaigns. Berman McAleer provides holistic financial planning and discretionary portfolio management to individuals, business entities, trusts, estates, and retirement plans. The firm’s investment approach includes a discovery-based planning process and an Investment Committee that structures portfolios across long-term equity, short-term fixed income, and intermediate alternative segments.