Profile
Mr. Peter L.
Berg is Vice President at BNY Mellon Wealth Management.
Prior to joining BNY Mellon in April 2010, Mr. Berg was President and Founder of Boston Light Investments from August 2009 to April 2010.
Before that, he was Senior Vice President at HSBC Private Bank from August 2007 to August 2008.
Previously, he was Senior Regional Vice President at Schwab Institutional from June 2000 to March 2007.
He started his career at Investors Bank & Trust as a Marketing Executive from April 1994 to June 2000.
Mr. Berg received his BS in Economics from University of Massachusetts at Amherst in 1975.
Former positions of Peter L. Berg
| Companies | Position | End |
|---|---|---|
| HSBC Private Bank | Corporate Officer/Principal | 31/08/2008 |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | 01/03/2007 |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Sales & Marketing | 31/05/2000 |
Training of Peter L. Berg
| University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
| HSBC Private Bank |
- Stock Market
- Insiders
- Peter L. Berg
