Greg Berg

Gestionnaire de Portefeuille-Actions chez Central Trust Co. (Missouri)

Profil

Mr. Gregory P.
Berg, CFA MBA, is Senior Vice President & Senior Portfolio Manager at Central Trust Co. (Missouri).
He is on the Board of Directors at Job Point.
He has over 30 years experience in the financial services industry.
He is co-leader of the equity management and asset allocation committees at Central Trust Company and works with clients to structure and manage client portfolios.
Prior to joining Central Trust, Mr. Berg was responsible for investment strategy management, including strategic and tactical asset allocation, for wealth management firms serving high-net-worth families and non-profit organizations.
Prior to working with high-net-worth clients, he was responsible for overall portfolio management at a family office in the Southwest where he identified and managed diverse public and private investments as well as the family office’s investments with external managers.
He received his undergraduate degree from Claremont McKenna College and an MBA from Harvard Business School.

Postes actifs de Greg Berg

Sociétés	Poste	Début
Central Trust Co. (Missouri)	Gestionnaire de Portefeuille-Actions	-

Anciens postes connus de Greg Berg

Sociétés	Poste	Fin
Job Point	Directeur/Membre du Conseil	-

Formation de Greg Berg

Claremont McKenna College	Undergraduate Degree
Harvard Business School	Masters Business Admin