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 the Chairman of the Board of Directors for Take Stock in Children, Palm Beach County. He also sits on the Foundation Board of Florida Atlantic University and serves as the Chair of the Investment Committee as well as the Board of Directors of Leadership Palm Beach County (Class of 2014). Mr. Berg is an active member of the Kravis Center and 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 in Political Science from Florida Atlantic University in Boca Raton, Florida. He is a CERTIFIED FINANCIAL PLANNERTM professional.
Wealth Management Experience: Since 2010
Check the background of this investment professional on FINRA’s BrokerCheck.