Daniel C Berkowitz

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.

Daniel measures daily and monthly performance in VAP’s hedge fund, and for all the separately managed client portfolios. He handles the accounting for the company. He regularly contacts clients, distributes via email or social media financial planning content to our prospects and clients, designs workflows in the office, and assists the rest of the team with our investment and financial planning process.

In addition to running several of the operational components of the business, Daniel also helps organize content creation and distribution. He manages VAP’s social media presence on Facebook, Twitter, LinkedIn, and YouTube. It’s extremely important to Daniel that the firm’s message stays in front of clients and prospective clients daily.

Like David and Will, Daniel Graduated from Middletown High School South. He received a varsity letter for Ice Hockey in all four high school years and was an assistant captain. He played club (“travel”) hockey with the NJ Wildcats out of the Jersey Shore Arena.

Nowadays, in his free time, Daniel likes to play hockey and play hockey some more. He’s a hockey nut and an amateur NHL GM. When there isn’t any ice, he competes in Fantasy Hockey, plays roller hockey and golf, and plays hockey video games. He roots for the NJ Devils, the NY Yankees, and the NY Giants.