Erik Berge

Senior Wealth Strategist at Citizens Private Wealth

Speaker

Erik Berge is a Senior Wealth Strategist with Citizens Private Wealth. Erik has more than two decades of experience providing high-net-worth clients with tailored tax, estate and financial planning solutions. Most recently he served as Executive Director within JP Morgan’s Wealth Planning and Advice team. Prior to JP Morgan, he was a Managing Director within the Advanced Planning team at First Republic Private Wealth Management and an Estate and Tax Advisor for a Boston-based multi-family office. Erik graduated with a B.A. from the College of the Holy Cross and holds a J.D. from Suffolk University Law School. He has previously been admitted to the Massachusetts and Connecticut bars. Erik lives in Cohasset, Massachusetts. Outside of the office, he enjoys playing golf, skiing, and spending time with his wife and two boys.