Cagatay Koc is a Portfolio Administrator with North Berkeley Wealth. He plays a key role in delivering investment management services, ensuring accuracy, efficiency, and operational excellence across client portfolios. Cagatay is responsible for reporting, trading, and rebalancing portfolios, as well as supporting the Chief Investment Officer in investment analysis and research.
Before joining North Berkeley Wealth Management, Cagatay gained experience at several leading wealth and asset management firms, including Northern Trust. During his career, he has guided the growth of RIA firms, streamlining operations and improving portfolio management. He assisted clients in navigating complex markets while achieving their financial goals through portfolio construction, investment research and analysis, strategic trading, and operational solutions that improved efficiency and supported seamless client and advisor experiences across both traditional and alternative assets.
Cagatay was born in Turkey and has a deep appreciation for exploring new cultures and learning from different perspectives. He enjoys traveling to experience the world firsthand, hiking to connect with nature, and spending time by the ocean to recharge and reflect. A passionate home cook, he finds joy in experimenting with flavors and bringing people together over thoughtfully prepared meals, blending his love of creativity and connection.
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Education, Certifications, & Affiliations
- MBA, Finance and Marketing, University of Arizona
- MS, Criminology – Financial Crimes, University of Louisville
- B.E., Industrial Engineering, Turkish Military Academy
More about Cagatay
My favorite part about being a portfolio administrator is helping clients feel confident and informed about their investments. I enjoy translating complex markets and strategies into clear, actionable insights, ensuring portfolios are well-managed, efficient, and aligned with each client’s goals. Knowing that my work directly supports both clients and advisors to make smarter financial decisions is what makes this role so rewarding.
I started in the financial industry to help people navigate complex markets to achieve their long-term financial goals. I was drawn to the challenge of combining analytical rigor with personalized guidance, turning detailed investment strategies into meaningful outcomes for clients.
The best advice I ever received was to listen to your heart and stay true to your values. In both life and investing, following a clear sense of purpose helps guide decisions, build trust, and stay focused on what truly matters over the long term.