Berman Capital Advisors Overview

$5m+
Est Annual Revenue

Company Details

Berman Capital Advisors is an objective, independent, SEC-registered investment advisor and multi-family office based in Atlanta, Georgia. We provide a full range of investment opportunities and services to meet the needs of high-net-worth individuals and families across the country. Using a proprietary open architecture manager selection process, we work together to construct customized multi-manager portfolios that reflect each client's unique circumstances, objectives, and risk profile. We also work closely with our clients’ other advisors (tax, trust and estate) to ensure that a cohesive plan is in place.

Locations

Location
3475 Lenox Rd NE, 30326 GA
United States

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Berman Capital Advisors Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Intern
Year 2021
Job Title Intern
Group/Division Private Wealth Management
Location Atlanta
Experience
Neutral
Difficulty
Average

$5m+
Est Annual Revenue

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