Zach Berg ’97, ’00

Zachary “Zach” Berg ’97, ’00 serves as partner and managing director of wealth management for G2G Wealth Management at Steward Partners since November 2024. Previously, he served as managing director for J.P. Morgan (2023-2024); managing director for First Republic Investment Management (2015-2023); and relationship manager for Credit Suisse (2009-2015). In addition to financial advising. Mr. Berg has also worked in real estate and established his company Berg Realty Group (2002-2011) following the start of his career as a commercial leasing agent for Merin Hunter Codman, Inc. (1997-2000). Mr. Berg has served on the board of directors for Leadership Palm Beach County (2019-2022) and Take Stock in Children (2018-2022) as well as the FAU Foundation Board (2015-2023). While serving on the FAU Foundation Board, Mr. Berg served on several committees including Audit, Executive, Investment (2016 and 2019 chair), Philanthropy, and Real Estate (2018 chair). Mr. Berg resides in Palm Beach Gardens, Florida. He has two adult children.