Neil Berlant

Neil D. Berlant
Vice President, Financial Advisor

THE WATER GROUP, A service of D.A. Davidson & Co.

Profiting From Water™

(213) 244-9245 Direct
(310) 283-2668 Cell

Business and Investment Opportunities in the Water Industry

Since 1968, Neil has been continuously involved in the investment banking industry, either as a principal, officer, or founder of several firms. He has supervised and initiated the publication of numerous investment research reports on the water industry and conducted conferences directed towards top corporate management, the investment community, venture capitalists, among others. He has been a speaker at conferences on topics ranging from financing to business and investment opportunities in the water industry. In addition, he has consulted to Fortune 500 companies and participated in negotiations concerning mergers, acquisitions, and venture capital investments. He has been quoted frequently in newspapers including the Wall Street Journal, The New York Times, Los Angeles Times, Investor’s Business Daily, and has had numerous appearances on CNBC, Bloomberg, and other stations.

  • Vice President, Financial Advisor, The Water Group – D.A. Davidson & Co. (since 2012)
  • Managing Director of the Water Group – Crowell, Weedon & Co. (2006 – 2012)
  • Portfolio Manager of the PFW Water Fund – PFWAX (2007 – 2010)
  • First Vice President, Managing Director Water Group – The Seidler Companies (2002 – 2006)
  • Senior Vice President – Wells Fargo Investments (1999 – 2002)
  • First Vice President – Paine Webber Incorporated (1991 – 1999)
  • Founder and Managing Partner of Water Research Associates (1986)
  • First Vice President – Cantor, Fitzgerald and Company (1985 – 1986)
  • Co-Founder & Senior Vice President of Amdec, a division of Seidler Amdec Securities (1981 – 1985)
  • Institutional research salesman with Crowell, Weedon & Company (1976 – 1981)
  • Partner, VP, and Manager Institutional Equity Trading, Stern Frank, Meyer & Fox (1972 – 1976)
  • Equity trader – Kleiner, Bell and Company (1968 – 1972)

Neil received his bachelor’s degree in finance from the California State University in Los Angeles.