Zachary Berg
Zach opened the Palm Beach Gardens office of G2G Wealth Management at Steward Partners in 2024. Prior to becoming a partner at G2G/Steward, He spent nine years at JP Morgan/First Republic working alongside his father, Barry, most recently as Managing Director and Wealth Manager. Before joining JP Morgan/First Republic, Barry and Zach worked at Credit Suisse Private Banking North America in West Palm Beach.
Before entering wealth management, Zach worked in South Florida's commercial real estate market, helping developers, entrepreneurs and executives manage large shopping centers across the U.S. As Director of Operations for American Commercial Realty Corporation, he participated in the acquisition of more than one million square feet of commercial space.
Zach enjoys "the conversation" with clients—hearing their ideas, helping them think outside the box, offering them alternate solutions, and explaining the pros and cons of each.
Even when serving financially-astute clients, Zach credits his industry training as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional—and devotion to educating—for pointing out blind spots in clients' financial pictures and explaining that appropriate estate planning decisions should be made sooner than later. When helpful, he can connect clients to an attorney in his network and help orchestrate their efforts.
Zach is an active member of the Kravis Center and recently served on the Foundation Board of Florida Atlantic University and as Chair of the Investment Committee through 2023. He is the immediate past president of Take Stock in Children Palm Beach County and served on the Board of Directors for the Jewish Community Center of Palm Beach, Leadership Palm Beach County (Class of 2014) and the Young Leadership division of the Jewish Federation.
Zach "graduated twice" from Florida Atlantic University in Boca Raton, Florida with an M.B.A. and a B.A. in Political Science. He is the proud father of his two children Joey and Leslie.