Barry Berg

Barry S. Berg

Wealth Manager, First Republic Investment Management
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2019-2020, 2022
  • Best-in-State Wealth Management Teams
    Forbes, 2023

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Data provided by SHOOK ® Research, LLC – Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Top Wealth Management Teams placements or rankings, which are determined independently (see methodology above). Participation in this directory is limited to ranked teams and advisors; once placed on a ranking, teams or advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor or team and not indicative of future performance or representative of any one client's experience. Investors must carefully choose the right advisor or team for their own situation and perform their own due diligence. Past performance is not an indication of future results. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.

Accolades are independently determined and awarded by their respective publications. Neither First Republic Investment Management nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For additional information on these ratings, click here.

Barry S. Berg

Wealth Manager, First Republic Investment Management
  • Wealth Management Experience: Since 1993
    Barry Berg is a Managing Director and Wealth Manager at First Republic Investment Management. Mr. Berg joined First Republic in 2015 with extensive industry experience working with high net worth individuals as well as large endowments, foundations and pension plans. Prior to joining First Republic where he continues a career of more than 38 years, Mr. Berg spent five years at Credit Suisse as a Director of Private Banking. Prior to Credit Suisse, Mr. Berg spent seventeen years at Bernstein Global Wealth Management where he constructed, implemented and maintained sophisticated investment plans for high net-worth individuals and families as well as large endowment, foundations and pension plans. Prior to joining Bernstein, Mr. Berg spent sixteen years at Ernst & Young in Tax Services in the West Palm Beach office. Mr. Berg’s work has led him to be recognized as a 2019, 2020 and 2022 Best-In-State Wealth Advisor in Florida by Forbes.1
  • Community Involvement
    Mr. Berg is currently a board member of the Jewish Federation of Palm Beach County and served as the 2015 Campaign Chair. Mr. Berg is immediate-past Board Chair of the Mandel JCC of the Palm Beaches. Previously, he served as the Florida Chair of the Anti-Defamation League. He’s also currently a member of the ADL National Commission and ADL Pension Investment Advisory committee. Previously, he served as a member of the executive board of the Florida Atlantic University Foundation and Kravis Center Corporate Advisory Board. Mr. Berg was the founding chairman of Leadership Palm Beach County from 1984-1987 and was a member of the board until 1990. Mr. Berg was a founding board member of the Children’s Services Council of Palm Beach County in 1986, served by gubernatorial appointment.
  • Education
    Mr. Berg attended The George Washington University in Washington, D.C., where he received a BBA in Accounting and JD in Law. He is a member of the Maryland and District of Columbia Bars.
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