Sam J. BergerClient Product Specialist & Business Development Analyst

Sam joined Crescent Pine Family Office Group in 2022 after graduating from Colgate University with degrees in Sociology, Anthropology, Writing and Rhetoric. As a key team member Sam’s primary responsibilities focus around Client Product Specialization, Business Development Initiatives and Social Media content for the firm.

Sam has a keen passion for all things capital markets related, where he worked previously over two summers at Fieldpoint Private Bank & Trust in their accelerated internship program for accounting and asset management. He consistently ranked at the top of his summer class. Sam grew up in Westchester, NY., where he is very active in the local community and will work in the Greenwich office.