William Berger Email and Phone Number
William Berger work email
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William Berger personal email
William Berger phone numbers
I manage wealth for a select group of successful families who recognize that money can be either a blessing or a burden and choose to make it a positive influence on their lives. My clients’ wealth includes not only financial assets but also their family members and the knowledge and experience they possess. My role is to protect and grow my clients’ wealth, prepare their spouse to step into their shoes after they are gone, make sure their children are properly motivated to reach their potential, and find joy and satisfaction in using their wealth for good. I am always looking for similarly minded families to serve. Please contact me at 832-941-1234 or bill@fortiterwealth.com.
Fortiter Wealth Management
View- Website:
- fortiterwealth.com
- Employees:
- 4
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Managing Director And Senior Investment AdvisorFortiter Wealth Management 2016 - PresentFortiter is a boutique wealth management firm serving a select group of high net worth families. Our firm was formed on the foundation of adding value for clients in four key areas: wealth enhancement, wealth transfer, asset protection and charitable giving. With deep and broad experience in each of these areas, we provide true peace of mind that our client families are well protected and served in all investment environments.
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Senior Vice PresidentSentinel Trust Company 2004 - 2015Houston, Texas, UsDesigned asset allocation strategies for highly successful multi-generational families; served my families' investment, fiduciary, tax and administrative needs; member of Investment Committee -
Senior Portfolio Manager/PrincipalVaughan Nelson Investment Managment 1998 - 2004Leader of Large-Cap Core team managing over $1 billion in assets, researched medical devices, pharmaceutical, healthcare services and capital goods companies; responsible for key client relationships in U.S. and Europe.
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Vice PresidentSecurities Management & Research 1993 - 1998Managed SM&R Balanced Fund, co-managed SM&R Income and Growth Funds, developed private client services business, served on Finance Committee for parent company American National Insurance.
William Berger Skills
William Berger Education Details
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The Wharton SchoolFinance/Investment Management -
Miami UniversityAccounting/Finance
Frequently Asked Questions about William Berger
What company does William Berger work for?
William Berger works for Fortiter Wealth Management
What is William Berger's role at the current company?
William Berger's current role is Managing Director and Senior Investment Advisor to Wealthy Families.
What is William Berger's email address?
William Berger's email address is bb****@****ust.com
What is William Berger's direct phone number?
William Berger's direct phone number is +171352*****
What schools did William Berger attend?
William Berger attended The Wharton School, Miami University.
What skills is William Berger known for?
William Berger has skills like Investments, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Finance, Asset Management, High Net Worth Individuals, Investment Management, Wealth, Due Diligence.
Who are William Berger's colleagues?
William Berger's colleagues are Joe Foley.
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