David Berkowitz is responsible for leading the retail wealth management division of Lincoln Financial Group, a network which includes 14,000 financial professionals across four channels: Lincoln Financial Advisors (LFA), Lincoln Financial Securities (LFS), General Agency and Agency Building General Agent (ABGA).
Berkowitz can share his perspective on the wealth management industry – trends and issues that impact financial professionals and how they work with clients to meet their financial goals, industry disruption and M&A trends, transformative technology that is changing the customer experience and how Lincoln is helping to address diversity, inclusion and equality in the industry.
Prior to joining Lincoln Financial Group in 2003, Berkowitz held senior leadership roles at Merrill Lynch and KPMG Peat Marwick. Berkowitz is a Certified Public Accountant and a member of the American and Pennsylvania Institutes of Certified Public Accountants. He received a B.S. in Accounting and Computer Systems Management from Drexel University, as well as a M.B.A. in Finance from Columbia University. He serves on the Board of Governors of the Money Management Institute and is a former Board member of Golden Cradle Adoption Agency.
