Bill Berg

Bill Berg

Senior Wealth Manager at Mercer Advisors
Portland, Oregon, United States

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Work Experience

Mercer Advisors

Senior Wealth Manager

2018-12-01 - Present

Sigma Investment Management Company

CEO, Chief Investment Officer, Principal

2017-12-01 - 2018-12-01

Paulson Investment Co.

Vice President, Research

1982-01-01 - 1993-06-01

Stoel Rives LLP

Attorney, Corporate Finance and Securities

1979-08-01 - 1982-01-01

Willamette Management Associates

Summer Intern

1975-01-01 - 1977-01-01

Skills

holistic wealth management financial planning family wealth office investment management risk management asset protection estate tax & legacy planning retirement plan design & administration career counseling financial advising financial services investing professional services tax services

Languages

English