Experience
Nearly 45 years ago, Richard 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 affiliates Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital continue to operate on these principles.
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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, he helps them define their goals and develop strategies to succeed.
Education
- University of Miami – Juris Doctor
- University of North Carolina – Chapel Hill – Bachelor of Science
Affiliations
- American Institute of Certified Public Accountants – Past Council Member
- Florida Institute of Certified Public Accountants – Past President
- International Group of Accounting Firms (IGAF Polaris) – Past World President
- American Arbitration Association
- Florida Academy of Certified Mediators
- American Bar Association
- The Florida Bar
- Dade County Bar Association
- Certified Global Management Accountant (CGMA)
Community
- Bounce Back from Cancer – Founding Board Member, Chairman 2025, 2024, 2023
- Miami Cancer Institute at Baptist Heath South Florida – Board of Directors Treasurer 2025
- The Miami Foundation – Past Chair, Board of Trustees and Treasurer
- Broward Workshop – Executive Committee, Board Member, Past Chair Technology Committee
- Broward Center for the Performing Arts Foundation – Board of Directors
- Community Foundation of Broward – Past Chairman of the Board, Past Executive Committee and Past Board Member
- Dolphins Cancer Challenge – Founding Board Member, Past Chairman
- Take Stock in Children – Past Chairman of the State Board, Executive Committee, Treasurer and Board Member
- University of Miami – Citizens Board
- Greater Miami Chamber of Commerce – Trustee
- Fisher Island Finance Committee – Past Chair
- FairDistricts NOW – Treasurer and Board Member
- Florida Council of 100 – Past Member
PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
* As of April 6, 2023