Stuart M. Berson, CPA
Stuart is a founding partner of Berson+Corrado, and the financial guide behind our clients’ impressive investment results. After years of successfully running the accounting firm, Stuart expanded the company’s focus based on his intuitive insight that clients’ portfolios should be managed and reviewed from a fully integrated perspective, incorporating a tax and performance viewpoint to maximize earnings. Stuart stays tuned into the financial markets and meets with top fund managers to bring investment advice to clients, and he monitors portfolio earnings personally on a daily basis to stay on top of changing conditions. His role includes providing financial planning advice and projecting financial goals (in regards to college planning, personal savings, and retirement planning).
Stuart is a graduate of SUNY Albany with a B.S. in Accounting, holding a Series 65. He is a member of the American Institute of
CPAs and the New York State Society of CPAs and New Jersey Society of CPAs.