Greg Berg
Portfolio Manager-Equities at Central Trust Co. (Missouri)
Profile
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.
Greg Berg active positions
Companies | Position | Start |
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Central Trust Co. (Missouri)
Central Trust Co. (Missouri) Investment ManagersFinance Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations. | Portfolio Manager-Equities | - |
Former positions of Greg Berg
Companies | Position | End |
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Job Point
Job Point Personnel ServicesCommercial Services Job Point provides employment services. Its services include affordable housing, disability services, reentry services and work related training services. The company was founded in 1965 and is headquartered in Columbia, MO. | Director/Board Member | - |
Training of Greg Berg
Claremont McKenna College | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Central Trust Co. (Missouri)
Central Trust Co. (Missouri) Investment ManagersFinance Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations. | Finance |
Job Point
Job Point Personnel ServicesCommercial Services Job Point provides employment services. Its services include affordable housing, disability services, reentry services and work related training services. The company was founded in 1965 and is headquartered in Columbia, MO. | Commercial Services |
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