William R. Berger, CFA, CPA
Senior Vice President and Senior Relationship Officer
As a Senior Vice President and Senior Relationship Officer, Bill is responsible for providing high-level, customized investment advisory, asset allocation and portfolio monitoring solutions to selected clients.
As a Certified Public Accountant and a Chartered Financial Analyst, Bill has more than 15 years of experience in structuring and implementing sophisticated investment strategies for a wide range of domestic and international clients. Prior to joining Sentinel, Bill was a senior portfolio manager and principal for Vaughan, Nelson, Scarborough & McCullough, where he led the firm’s Large Cap Core equity strategy with more than $1 billion in assets. He has also held senior investment positions with Securities Management & Research and Trinity Investment Management, where he developed extensive experience in domestic equities, fixed income, real estate and private equity.
Bill earned a BS from Miami University with majors in Accounting and Finance, and an MBA in Finance and Investment Management from The Wharton School at the University of Pennsylvania.