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Bill Berg,
CFA, CFP®

Sr. Wealth Advisor

As a Senior Wealth Advisor, Bill manages client portfolios and assists clients in meeting their wealth management objectives. Prior to joining Mercer Advisors, Bill directed research for a venture capital investment banking firm. He started his career as a corporate and securities attorney with Stoel Rives LLP. He went on to found Sigma Investment Management Company in Portland, Oregon in 1992. Bill received undergraduate and graduate degrees in economics from Stanford University and a law degree from Harvard Law School. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA®. Bill sits on the board, executive committee, and investment committee of each of the Oregon Community Foundation and the Oregon Health & Science University Foundation, as well as on the investment committee of The Ford Family Foundation.

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