David Lee Berkowitz
Founder, Managing Partner, Chief Investment Officer
David L. Berkowitz is the Founder and Chief Investment Officer of ValueAligned Partners (“VAP”). He studied at Columbia University in New York where he earned his Bachelor of Arts (“BA”) degree in economics in 1986.
Will Siegfried
Managing Director, Investment Director, Planning Assistant, Trader
10 years ago in 2012, Will Siegfried joined the VAP internship program. And he’s still here.
Daniel C Berkowitz
Marketing Specialist, Advisor Assistant, Accountant
Daniel received his Bachelor of Science (“BS”) degree in Business Administration from the University of Rhode Island in 2021. After graduation, Daniel joined his father and Will in the family business.
William “Bill” Berkowitz
Co-Founder and Inspiration
In 2002 David and his father Bill Berkowitz started ValueAligned Partners to offer friends and their families the same advice that only wealthy people and institutions could get.
We always start with planning.
We stand by ready to offer guidance on cash flow management, retirement income planning, reviewing your investments, charitable giving, estate planning, tax analysis, and reviewing life insurance needs.