With over 20 years of experience in the investment industry, Mr. Berg is dedicated to expanding PGM’s transition management services among U.S. plan sponsors, Taft-Hartley’s, endowments, foundations, financial institutions and the investment consultant community. He has a proven track record of helping clients lower their overall transaction costs while minimizing their risk exposure. Prior to PGM, Mr. Berg was with BNY Mellon’s Transition and Beta Management group, serving as the Branch Manager of the Boston Registered Investment Advisor. Mr. Berg also worked with State Street Bank and Trust in Boston where he marketed transition management products and services. Additionally he worked with Investment Technology Group (ITG) and Bloomberg, LP in senior sales positions. Mr. Berg has been a key speaker on various public and corporate plan sponsor panels on subjects ranging from transition and risk management to best execution strategies. He received his Bachelors of Science in Finance from Villanova University and currently holds his series 3, 7, 30, and 63 licenses. He currently serves as one of the co-chairs for Villanova’s New England Scholarship committee.