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Rex A. BergerAssistant Vice President, Private Wealth Manager
Biography
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As Private Wealth Manager and Assistant Vice President at Generation Capital Advisors, I specialize in serving high and ultra-high net worth families who have built significant wealth and seek a trusted partner to manage their sophisticated financial needs.
My mission is to solve your most pressing financial challenges during exciting and difficult moments, utilizing best-in-class strategies to build and preserve your generational wealth.
I entered the financial services industry to fuel my passion for bringing a human approach to wealth management, acting as a sounding board for life’s most pivotal decisions, and fostering lasting relationships that extend beyond your investments. My goal is to reduce your complexities and create continuity between generations so you can focus on what’s next for you and your family.
Whether you’re a business owner, an executive, or a high-earning professional, my expertise lies in managing concentrated stock positions, navigating complex estate plans, and delivering comprehensive financial planning and investment management. Together, we’ll collaborate with your other trusted advisors, including accountants and attorneys, to proactively plan for your generation and the next, tailoring solutions for your unique and evolving circumstances.
I am known for delivering a boutique, concierge experience, navigating and resolving the complexities faced by first-generation wealth creators. Through our proprietary Generation 360 planning process, we conduct a thorough analysis of each aspect of your multifaceted financial life. After gaining a 360-degree picture of your family’s goals, values, and risk tolerance, we implement a personalized financial and investment plan that supports your vision for the future.
Our focus then shifts to your children and grandchildren. Providing education and empowerment, we’ll strive to ensure they become responsible stewards of your multigenerational wealth, while also collaborating with them as they craft their own legacy.
I received my Bachelor of Science from Northeastern University’s D'Amore-McKim School of Business, where I was a student-athlete and captain of the Northeastern Men's Rowing Team. I now serve as an Ambassador for Northeastern University Rowing Alumni and am proud to have earned the rank of Eagle Scout early in my life, reflecting on my long-standing commitment to leadership and community service.
In my free time, I’m an avid skier, fly fisherman, and enthusiast of all things automotive and horology. I am passionate about fitness and well-being, and I enjoy spending time in Sun Valley, Jackson Hole and the American West.
Let’s Build Your Financial Future Together
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