Zachary Berg

Portfolio Manager, First Republic Investment Management

East Coast

Zachary Berg is a Managing Director and Portfolio Manager at First Republic Investment Management. 

Prior to joining First Republic in 2015, Mr. Berg spent five years at Credit Suisse in Private Banking North America, located in West Palm Beach, Florida. Prior to joining Credit Suisse, Mr. Berg spent 13 years in the commercial real estate industry. He served as the Director of Operations for American Commercial Realty Corp and participated in the acquisition of over one million square feet of commercial space throughout the nation.

Mr. Berg is currently a member of the Young Friends of the Kravis Center executive committee, Florida Atlantic University Alumni Association, and Leadership Palm Beach County Class of 2014. He previously, served on the Board of Directors for the Jewish Community Center of Palm Beach and the Young Leadership division of the Jewish Federation of Palm Beach County.

Mr. Berg received his MBA and Bachelor of Arts degree in Political Science from Florida Atlantic University in Boca Raton, Florida. He is a Certified Financial Planner (CFP®). 

Wealth Management Experience: 5 Years

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