Director of Wealth and Trust Planning
Mr. Bertha works with Fieldpoint Private Securities, LLC 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 30 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, and he authored the AICPA (American Institute of CPAs) professional development coursework on protecting investment gains and income from tax.