Profil
Barry Steven Berg served as the Founding Chairman of the Cultural Council of Palm Beach County, Inc. from 1984 to 1987.
He also worked as the Director of Private Banking at Credit Suisse Securities (USA) LLC and as the Director of the Jewish Federation of Palm Beach County, Inc. Berg was a Principal at Bernstein Global Wealth Management and a Member of the Florida Atlantic University Foundation, Inc. and the Children's Services Council of Palm Beach County.
He worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2015 to 2023.
Anciens postes connus de Barry Berg
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestionnaire de Portefeuille-Actions | 01/07/2023 |
Cultural Council of Palm Beach County, Inc.
 Cultural Council of Palm Beach County, Inc. Miscellaneous Commercial ServicesCommercial Services Cultural Council of Palm Beach County, Inc. operates an arts organization. It gathers information from national sources, especially Americans for the Arts, a national arts organization offering advocacy and technical assistance. The company was founded by Alexander W. Dreyfoos in 1978 and is headquartered in Lake Worth, FL. | Corporate Officer/Principal | 01/01/1987 |
| Children's Services Council of Palm Beach County | Corporate Officer/Principal | - |
| Florida Atlantic University Foundation, Inc. | Corporate Officer/Principal | - |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 7 |
|---|---|
Jewish Federation of Palm Beach County, Inc.
 Jewish Federation of Palm Beach County, Inc. Investment Trusts/Mutual FundsMiscellaneous Jewish Federation of Palm Beach County organizes funds for social services. It helps and creates funds for jewish educational spiritual, social and fitness programs for jewish communities. The firm services encompass annual campaign, chaplaincy program, planned giving and endowments. The company was founded in 1938 and is headquartered in West Palm Beach, FL. | Miscellaneous |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Bernstein Global Wealth Management
Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Finance |
| Florida Atlantic University Foundation, Inc. | |
Cultural Council of Palm Beach County, Inc.
Cultural Council of Palm Beach County, Inc. Miscellaneous Commercial ServicesCommercial Services Cultural Council of Palm Beach County, Inc. operates an arts organization. It gathers information from national sources, especially Americans for the Arts, a national arts organization offering advocacy and technical assistance. The company was founded by Alexander W. Dreyfoos in 1978 and is headquartered in Lake Worth, FL. | Commercial Services |
| Children's Services Council of Palm Beach County |
