2016 -now Managing Director and Senior Investment Advisor @ Fortiter Wealth Management
2004 -2015 Senior Vice President @
1998 -2004 Senior Portfolio Manager and Principal @ Vaughan Nelson Investment Managment
1993 -1998 Vice President @ Securities Management & Research
William Berger Education
The Wharton School
Miami University
William Berger Skills
Investments
Portfolio Management
Alternative Investments
Mutual Funds
Wealth Management
Asset Allocation
Finance
Asset Management
High Net Worth Individuals
Investment Management
Wealth
Due Diligence
Hedge Funds
Securities
Software Development
Management
Financial Analysis
Wealth Management Services
William Berger Summary
William Berger, based in Houston, TX, US, is currently a Managing Director and Senior Investment Advisor at Fortiter Wealth Management. William Berger brings experience from previous roles at Sentinel Trust Company, Vaughan Nelson Investment Managment and Securities Management & Research. William Berger holds a The Wharton School. With a robust skill set that includes Investments, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management and more.
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