Mr. Bertha works with clients on complex estate and income tax issues, and helps ultra-high-net-worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 35 years, includes prominent positions at Credit Suisse, DLJ and U.S. Trust Company, where he led the Wealth Transfer Planning Group for many years.
He holds a J.D. from Marquette University Law School and an M.S. in taxation from the University of Wisconsin. Mr. Bertha is a frequent speaker on estate and income tax planning. His work has been published in leading journals including Trusts & Estates magazine and Taxation for Lawyers; he has also authored AICPA (American Institute of CPAs) professional development coursework on a range of tax planning topics. He currently sits on the Conference Board of the American Bankers Association Wealth Management & Trust Division, and appears on Bloomberg Television. Mr. Bertha has been at Fieldpoint Private since its inception in 2008.