Donnell, Berkowitz & Byrne Team Photo
Donnell, Berkowitz & Byrne
Merrill Private Wealth Management
360 Hamilton Avenue
Floor 08
White Plains, NY 10601
(877) 683.9506
Learn more about an advisor's background on
Mission Statement
Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
Welcome

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Recognition
Marc Berkowitz
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Donnell, Berkowitz & Byrne Team Photo
Donnell, Berkowitz & Byrne
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Marc Berkowitz,

CFP®, CIMA®, CPFA®

Managing Director, Private Wealth Advisor
914.683.9566
Joseph Byrne,

CIMA®, CPFA®

Managing Director, Wealth Management Advisor
914.683.9564
Kristin D Longo
Officer, Private Wealth Client Associate
914.683.9562
Anna Maria Ferraro
Officer, Registered Senior Private Wealth Client Associate
914.683.9563
Amy P Wallack,

CRPC™

Assistant Vice President, Wealth Management Associate
914.682.5527
Miyuki  Kiyota
Miyuki Kiyota
Officer, Registered Wealth Management Client Associate
914.683.7562
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Jarad Barbera
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642133
About Private Wealth

Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.