As a Managing Director in the Private Client Group, Bert leverages his decades of experience to guide families moving from an operating business to a family office, with a special focus on educating the next generation.
“I love the opportunity to partner with some of America’s most successful entrepreneurs, supporting them as they pursue their goals and create a lasting foundation for generations to come.”
Experience
40+ years in wealth management, experience working with some of America’s largest families
25+ years at Goldman Sachs
Co-Founder of Edge Capital (acquired by SCS via acquisition in 2025)
Education & Credentials
B.A. in Economics, University of Vermont
M.B.A., Dartmouth College Tuck School of Business
Beyond SCS
Bert enjoys spearfishing, free driving, and Texas ranching.
