Avi Berg
Avi serves as Satovsky Asset Management’s Chief Investment Officer | Chief Operational Officer and is responsible for shaping the firm’s investment strategies and philosophies. Through his deep understanding of markets, Avi ensures Satovsky’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. 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 served 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.
What has driven you to your current career path?
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.
What is the most adventurous thing you’ve ever done?
Traveling with three friends through Tanzania, Uganda, and Kenya, and finishing
with a climb of Mount Kilimanjaro.