- Wealth Management Experience Since 2009Erik Berge is a Managing Director and Financial Planner with J.P. Morgan Wealth Management. Mr. Berge joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. In his current role, Mr. Berge helps families understand the impact financial planning decisions have on their current tax picture as well as their longer-term personal and philanthropic goals. He also advises his clients on the development and integration of tax, estate and financial planning strategies to help them minimize income, gift and estate taxes. He has extensive experience with advanced wealth transfer techniques, philanthropic planning, asset protection, planning with concentrated stock positions, and stock option and restricted stock complexities. Prior to joining First Republic in 2022, Mr. Berge was a Tax and Estate Planning Advisor with Battery Global Advisors, a multifamily office focused on serving venture capital and private equity executives and technology Mr. Berge earned his B.A. from the College of the Holy Cross (2002) and his J.D. from Suffolk University Law School (2007). He has been admitted to the Connecticut and Massachusetts bars.
- EducationMr. Berge earned his B.A. from the College of the Holy Cross (2002) and his J.D. from Suffolk University Law School (2007). He has been admitted to the Connecticut and Massachusetts bars.
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