Sapient Private Wealth Management
Bruce Berti is an accomplished financial executive with extensive experience in wealth management and accounting. Currently serving as the Controller at Sapient Private Wealth Management since January 2025, Bruce has a strong background as the Co-Founder of Family Behavioral Health Inc since May 2016 and previously held the position of Chief Financial Officer at HoyleCohen, LLC from September 2016 to January 2025, and at Atlas Private Wealth Management, LLC from August 2006 to September 2015. Bruce began a career in finance as an Accounting Manager at Jiminy Peak Mountain Resort, LLC, where responsibilities included analyzing financial performance and generating financial statements. Bruce holds a Bachelor's degree in Accounting and Business/Management from North Adams State College.
This person is not in the org chart
This person is not in any teams
Sapient Private Wealth Management
Sapient Private Wealth Management It is our view that prudent wealth management begins with a different mindset. We design plans for the expected, add cushions for the unexpected, and reach for the possibilities when the right moments come along. What does that mean? It means we start by protecting the downside, seeking to reduce portfolio volatility thereby giving clients the confidence to stay disciplined in both strong and weak markets. Through this process we are always pushing the boundaries of ‘the possible’.