Steve Berg

Steve Berg, CFA has a diverse work experience in finance. Steve started their career as a Senior Associate at PricewaterhouseCoopers, where they conducted financial statement audits for various funds and served as an expert in investment valuation. After that, they worked as an Engagement Manager at Standish Management, where they led multiple outsourced back offices for private equity and venture capital firms. Currently, Steve is a Managing Director of Finance at CIM Group.

Steve Berg, CFA earned their Bachelor of Science degree in Business Administration with a focus on Accounting and Finance from California Polytechnic State University-San Luis Obispo, where they studied from 2000 to 2005. Additionally, they hold the Chartered Financial Analyst (CFA) certification from the CFA Institute. Berg also has an inactive Certified Public Accountant (CPA) designation issued by the California Board of Accountancy.