Director of Wealth and Trust Planning, Fieldpoint Private
President, Fieldpoint Private Trust, LLC
Mr. Bertha is the President of Fieldpoint Private Trust. Throughout his career he has worked with clients on complex estate and income tax issues, and helps ultra-high-net-worth families plan for and structure 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 US Trust Company, where he led the Financial Counseling Group for many years. His work has been published in leading journals including Trusts & Estates Magazine and the Tax Lawyer. He is currently on the Conference Board of the Trust & Wealth Management Division of the American Bankers Association. Mr. Bertha has a BA and JD from Marquette University and a MS in Taxation from the University of Wisconsin, Milwaukee campus.