Enhanced the overall client experience and elevated employee morale by transitioning from their 20 year old legacy system to Black Diamond’s cloud-native platform.
Berman McAleer is an award-winning independent financial advisory and wealth management firm based in Baltimore, Maryland, with an office in Manhattan. They focus on working with high-net-worth individuals and their families, distinguishing themselves by making each client relationship personal. The firm’s ten advisors work in teams, concentrating directly on each client’s individual needs.
With a disciplined process for investing client assets in funds, ETFs, and alternatives, Berman McAleer manages a unique technology approach to manage their back-office operations efficiently.