Zachary Berg

Zachary Berg

Wealth Manager, First Republic Investment Management
Florida

Zachary Berg

Wealth Manager, First Republic Investment Management
Florida
  • Wealth Management Experience Since 2011
    Zachary Berg is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2015, Mr. Berg spent five years at Credit Suisse in Private Banking North America, located in West Palm Beach, Florida. Prior to joining Credit Suisse, Mr. Berg spent 13 years in the commercial real estate industry. He served as the Director of Operations for American Commercial Realty Corp and participated in the acquisition of over one million square feet of commercial space throughout the nation.
  • Community Involvement
    Mr. Berg is currently on the Foundation Board of Florida Atlantic University and serves as the Chair of the Investment Committee. He is also an active member of the Kravis Center. Mr. Berg is the immediate Past Chair of the Board of Directors for Take Stock in Children, Palm Beach County. He previously served on the Board of Directors for the Jewish Community Center of Palm Beach, Leadership Palm Beach County (Class of 2014) and the Young Leadership division of the Jewish Federation of Palm Beach County.
  • Professional Designation
    He is a CERTIFIED FINANCIAL PLANNER™.
  • Education
    Mr. Berg received his MBA and Bachelor of Arts degree in Political Science from Florida Atlantic University in Boca Raton, Florida.
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