Richard A. Berkowitz, JD, CPA
Founding and Executive Chairman
Richard Berkowitz provides his clients with a comprehensive approach to income, estate, financial and investment planning. A trusted advisor to clients in a wide range of industries, Berkowitz helps them define their goals and develop strategies to succeed.
Nearly 40 years ago, Berkowitz had a vision of a firm that hired talented people and created an environment for them to build outstanding careers. Today the firm and its Provenance Wealth Advisors and BayBridge Real Estate Group affiliates continue to operate on these principles.
Broward Workshop – Chair, Technology Committee
The Miami Foundation – Board of Trustees, Treasurer
Dolphins Cycling Challenge – Past Chairman, Board Member
Take Stock in Children – Treasurer, Past Chairman of the State Board, Executive Committee and Board Member
University of Miami – Citizens Board
Greater Miami Chamber of Commerce – Trustee
Fisher Island Finance Committee – Chair
FairDistricts – NOW – Treasurer and Board Member
Community Foundation of Broward – Past Chairman of the Board, Past Executive Committee and Past Board Member
University of Miami - Juris Doctor
University of North Carolina – Chapel Hill – Bachelor of Science