Greg Berg

Greg Berg

Portfolio Manager-Equities at Central Trust Co. (Missouri)

Consumer Services
Finance
Commercial Services

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

CompaniesPositionStart
Portfolio Manager-Equities -
All active positions of Greg Berg

Former positions of Greg Berg

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Director/Board Member -
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Training of Greg Berg

Claremont McKenna College Undergraduate Degree
Harvard Business School Masters Business Admin

Experiences
Positions held

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Connections

21

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4

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Linked companies

Private companies2

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