Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

Hours: 8:00 a.m. to 5:00 p.m.

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager

Direct Phone


Email Address

Greg is an investment executive with over 30 years’ experience in the investment industry.  He is co-leader of the equity management and asset allocation committees at Central Trust Company and works with clients to structure and manage client portfolios.

Prior to joining Central Trust, Greg was responsible for portfolio strategy, strategic and tactical asset allocation, and investment management for wealth management firms serving high-net-worth families and non-profit organizations. Prior to working with high-net-worth clients, he was responsible for overall portfolio management at a family office in the Southwest where he identified and managed diverse public and private investments as well as the family office’s investments with external managers.

He has investment and asset allocation expertise across a broad range of asset classes, including public equity, private equity, venture capital, real estate, alternative Investments, and fixed income areas.  Greg leverages an extensive career across investment management, research, private equity, investment banking and advisory/consulting services.

Education & Certifications

  • Master of Business Administration, Harvard Business School
  • Bachelor of Arts in Economics, Claremont McKenna College
  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)

Interests & Activities

Greg serves on the boards of several non-profit organizations. In his spare time, he enjoys traveling, working out, and spending time with family.

Our Columbia Team


Amber Myers, CTFA, CISP

Vice President & Relationship Manager

Arthur Blackman

Vice President & Portfolio Manager
Bryan Alee

Bryan Allee, J.D.

Executive Vice President & Chief Fiduciary Officer

Chris Harris, J.D., CPA

Assistant Vice President & Wealth Management Advisor

Chris Watkins, J.D.

Vice President & Relationship Manager
Dave Stepanek

Dave Stepanek

Executive Vice President & Chief Operating Officer

Denny Lachcik, MBA

Vice President & Portfolio Manager

Beth Naylor, CTFA

Relationship Manager & Fiduciary Services

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager

John Bailey, CFP®

Senior Vice President & Wealth Management Advisor
John Stringer

John Stringer, CFP®, CTFA

Assistant Vice President & Relationship Manager

Julie Firmand, CRPP™, AIF®

Vice President & Relationship Manager
Kim Schwend

Kim Schwend, CISP

Assistant Vice President & Relationship Manager
Scott Kellett

Scott M. Kellett, J.D.

President & Chief Executive Officer
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer