Eric Berger is a Senior Vice President-Wealth Management at UBS. During his career, Eric has focused on innovative financial planning solutions for ultra-high-net-worth families. His areas of emphasis include investment strategy, intergenerational wealth transfer, retirement cash flow analysis, philanthropic strategy and advisory, social and impact investing, and planning for non-traditional families. In 2013 Eric spearheaded the Credit Suisse LGBT Impact Investing Initiative, which led to the creation of the first-ever LGBT equality index and portfolio. Eric completed a dual-degree Master’s program at New York University, receiving an M.B.A. in finance from Stern School of Business and an M.A. in politics from the Graduate School of Arts and Sciences. He received a B.S. in finance and a B.A. in English, summa cum laude, from the University of Florida. Eric is a CERTIFIED FINANCIAL PLANNER™.
Senior Vice President, Wealth Management, UBS