Avi Berg

Chief Investment Officer

OFFICE
(212) 584-1900
MOBILE
(917) 825-4767

Avi Berg

Chief Investment Officer

Avi serves as SAM’s Chief Investment Officer and is responsible for shaping the firm’s investment strategies and philosophies. Through his deep understanding of markets, Avi ensures SAM’s portfolios are positioned for long-term appreciation, and are aligned with our clients’ goals and objectives.

Avi has over 25 years of investment experience that he brings to SAM. He started his investing career at Goldman Sachs Asset Management, and then managed over $5 billion in assets as a Portfolio Manager at Jennison Associates before leaving to join a long-short hedge fund. Avi enjoys sharing his knowledge, he serves on an advisory board to the Financial Accounting Standards Board, and previously taught Value Investing as an Adjunct Professor at Columbia Business School.

Avi graduated magna cum laude at Harvard University, and earned his MBA at Columbia Business School.

When I found myself hanging out at the Fidelity branch next to me going through Value Line reports, I knew that investing was the right career for me. What’s kept me interested all these years is that I get to learn something new almost every day, all while helping clients achieve their goals.
Traveling with three friends through Tanzania, Uganda, and Kenya, and finishing with a climb of Mount Kilimanjaro.
232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900
© 2020 SATOVSKY ASSET MANAGEMENT | PRIVACY POLICY | FORM CRSTERMS OF USE/DISCLAIMERS NOT FDIC INSURED. NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Website Developed by Finovo