BerkAdvisory – A Service of Rapidan Capital, LLC

Making stock market investing simple so our clients always have enough income to maintain their dignity and independence in retirement.

We're back! 125 Half Mile Road, Suite 200, Red Bank, NJ to serve Berk's neighbors, friends,family and community.

Rapidan Capital, LLC is a fee-only investment advisor founded in 2002.   Our mission is to bring personalized, institutional financial advice and investment management to individual investors, families and small institutions across the country.  We seek to do this by providing objective advice and institutional quality money management with no conflicts or hidden agendas.

We started the firm after developing a strategy born out of Berk’s consulting experience at Stern Stewart & Co. – the international corporate finance consultant.

David L. Berkowitz  ”Berk”

Personal Investment Advisor, Portfolio Manager & Value Investor

David "Berk" Berkowitz

David Lee Berkowitz, “Berk”, was a principal at Stern Stewart & Co., the pioneers of value-based management (VBM) with their EVA framework for corporate governance. David has over 22 years of experience in finance. From 1997 to 2002, David was a corporate finance consultant at Stern Stewart & Co in charge of N. American EVA® implementations. He specialized in advising manufacturing companies on shareholder value issues.

David also designed and conducted corporate finance education and EVA training for over 6,500 financial and line managers, and corporate boards.

Prior to Stern Stewart, David was Chief Operating Officer and Head Trader for Woodward & Associates, a New York based hedge fund.

David has spoken at local National Investor Relations Institute (NIRI) chapters and Analyst Societies in New York, Philadelphia, Chicago, Dallas and Washington. Additionally, he has spoken at Columbia University’s School of Business, Fabozzi’s Value Metric Conference, the American Management Association (AMA), and IBM’s Advanced Business Institute, among others. David is a member the New York Society of Security Analysts (NYSSA).

He holds an MBA from the Columbia University Graduate School of Business, and a BA from Columbia University’s Columbia College, where he studied economics. David and his wife Patti have been married for 24 years and have lived in their current home for the last 17 years in their hometown of Middletown, New Jersey. They have three children.