Stephen Bergman, CFA


Stephen services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring.

Prior to joining the firm in 2021, Stephen was an advisor with Forum Financial. He previously held a position at Huber Financial as a portfolio manager. Stephen received a BS in Economics from Ohio State University and is a CFA® charterholder and member of the CFA Society of Chicago. Additionally, he is a board member for the Special Olympics Illinois Foundation Board and First Tee Greater Chicago Ambassador Council. Stephen also volunteers with My Hood, My Block, My City. In his free time, Stephen stays active as an avid golfer and skier (water or snow). He enjoys reading and watching sports (especially Ohio State, the Bears and Blackhawks).