Symmetric Rankings
Have Been Featured In

About Joel H. Berenson of BRAVER WEALTH

Joel H. Berenson is Director at Braver Wealth Management Llc and has been affiliated with Braver Wealth Management Llc since March-2006.

Braver Wealth Management Llc is an investment advisor that manages 894.4 MM dollars in regulatory AUM and has 21 employees, of which 15 perform investment advisory functions. The managers's latest filing has disclosed 586MM in positions, which represents 66% of the manager's regulatory AUM.

For more on Braver Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0%/yr

Co-workers of Joel H. Berenson at BRAVER WEALTH

Name Title In Position Since
Judith D. Ludwig Co-Managing Member And Vice President April-2008
Joseph B. Ludwig Co-Managing Member And Managing Director May-2008
James M. Philbin Co-Managing Member And Executive Vice President April-2008
Dennis S. Pellecchia Co-Managing Member And Treasurer April-2008
Patrick B. Riley Co-Managing Member April-2008
Andrew P. Griesinger Chief Quantitative Officer January-2006
David J. D'Amico Co-Managing Member President And Chief Market Strategist April-2008
Christopher M. Stevens Director March-2006
Russell H. Lightman Director March-2006
Brian J. Durkin Chief Compliance Officer March-2015

BRAVER WEALTH Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 13.23088% ETF 3.19% 3.1% 0.01% 0 10%
AGG 5.1106% ETF -0.11% 3.1% -0.05% 0 7%
Unlock Positions and Returns Details

Joel H. Berenson Office Address

NEEDHAM, Massachusetts

Joel H. Berenson Contact Information

Phone Number: 617-969-0223
Fax Number: 617-969-0224



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here