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Board of Directors

The PWA Board of Directors is committed to providing strategic direction and oversight, fiduciary accountability and stewardship while operating with integrity and the highest standards of corporate governance.

Chairman of the Board and Founder

Richard Berkowitz

JD, CPA

Chairman Emeritus

Barry Brant

CPA

CFP®, CFA

Chief Executive Officer and President

Richard Pollack

CPA

Joseph Saka

CPA/PFS

Meet Our Teams

At Provenance Wealth Advisors, we believe that unique goals deserve customized solutions. With more than 24 years of combined leadership experience across our financial and investment professionals, our team has earned a reputation for accountability, transparency, and results. From day one, clients have trusted us as a strategic partner—offering innovative thinking and a clear path toward their financial aspirations.
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Advisor Transition Guide

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Directorship

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Agreements

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Benefits and Payouts

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E-Brochures

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