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Profile
Mr. Milton W.
Berg, CFA, is a Chief Executive Officer & Chief Compliance Officer at Milton Berg Advisors LLC.
He founded the firm in 2012.
Mr. Berg began his career as a Commodities Analyst and Trader at Swiss-based Erlanger and Company.
In 1980, he was a Fund Manager at First Investors Corp.
and managed a natural resource fund as well as an option writing fund.
In 1984, he moved to Oppenheimer and managed three mutual funds.
He then became a Partner at Steinhardt, one of the earliest hedge funds on Wall Street.
More recently, he has worked with well-known titans of the hedge fund world including George Soros, Stanley Druckenmiller (Duquesne), and Charles Davidson from Wexford.
He has held a Chartered Financial Analyst designation since 1979.
Milton W. Berg active positions
Companies | Position | Start |
---|---|---|
Milton Berg Advisors LLC
![]() Milton Berg Advisors LLC Investment ManagersFinance MB Advisors LLC provides investment research. The private company is based in Wayne, PA. The company was founded in 2012 by Milton W. Berg. Milton W. Berg has been the CEO since 2012. | Chief Executive Officer | 31/12/2011 |
Former positions of Milton W. Berg
Companies | Position | End |
---|---|---|
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Corporate Officer/Principal | 30/12/1983 |
OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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OppenheimerFunds, Inc.
![]() OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Foresters Financial Services, Inc.
![]() Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Finance |
Milton Berg Advisors LLC
![]() Milton Berg Advisors LLC Investment ManagersFinance MB Advisors LLC provides investment research. The private company is based in Wayne, PA. The company was founded in 2012 by Milton W. Berg. Milton W. Berg has been the CEO since 2012. | Finance |
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