About
Dan Berg is the chief financial officer at Hightower, overseeing functions including financial planning & analysis, treasury, investor relations, controllership, billing, and real estate. He joined the firm in 2012 and has held several financial leadership roles there. He holds a bachelor's degree in finance from the University of Illinois, an MBA from the University of Chicago Booth School of Business, and a Series 7 license.
Experience
- Hightower AdvisorsChief Financial Officercurrent2024 — presentChicago, Illinois, United States
- Hightower AdvisorsManaging Director, Finance2023 — 2024
- Hightower AdvisorsExecutive Director, Corporate Finance2018 — 2023
- Hightower AdvisorsDirector of FP&A2018
- Hightower AdvisorsFinance Manager2016 — 2018Greater Chicago Area
- Hightower AdvisorsSenior Finance Associate2014 — 2016Greater Chicago Area
- Hightower AdvisorsFinance Associate2012 — 2014
Skills & more
Finance16Alternative Investments9Financial Modeling1Series 71Investments4Financial Analysis7Equities1Hedge Funds5Portfolio Management3Asset Allocation3Asset Management1Wealth Management
+8 more
Mutual FundsStrategic Financial PlanningFixed IncomeSecuritiesValuationCapital MarketsCorporate FinanceBloomberg- Series 7 — FINRA
From Dan's professional profile.
Colleagues at Hightower Advisors
Barrett Lopez
General Counsel at Hightower Advisors
Bob Lavigne
Chief Compliance Officer at Hightower Advisors
Doug Besso
Chief Technology Officer at Hightower Advisors
Jared Schwartz
Chief Risk Officer at Hightower Advisors
Jenn Anderson
Chief Marketing Officer at Hightower Advisors
Jennifer Krevitt
Chief Human Resources Officer at Hightower Advisors
Larry Restieri
Chief Executive Officer at Hightower Advisors
Matthias Kuhlmey
Chief Development Officer at Hightower Advisors
Frequently asked questions
- Who is Dan Berg?
- Dan Berg is the chief financial officer at Hightower, overseeing functions including financial planning & analysis, treasury, investor relations, controllership, billing, and real estate. He joined the firm in 2012 and has held several financial leadership roles there. He holds a bachelor's degree in finance from the University of Illinois, an MBA from the University of Chicago Booth School of Business, and a Series 7 license.
- Where does Dan Berg work?
- Dan Berg is Chief Financial Officer at Hightower Advisors.
- Where did Dan Berg go to school?
- Dan Berg studied at The University of Chicago Booth School of Business (Master of Business Administration - MBA); University of Illinois Urbana-Champaign (Bachelor of Science (B.S.), Finance).
Same school
Also attended The University of Chicago Booth School of Business706
Prashant ShahPartner at Monta Vista CapitalNoorPartner at Clear VenturesTinaInvestments & Portfolio Services Team Member at Clear VenturesKatrin GeyskensExecutive Director at Capricorn Venture PartnersBill PescatelloInvestor at LightbankGlebFounder and Managing Partner at iTech Capital
+ 700 more
Also attended University of Illinois Urbana-Champaign488
Max LevchinCo-founder of PayPal; founder, chairman & CEO of Affirm; partner at SciFi VCLuke NosekCo-founder of PayPal; co-founder of GigafundSundeep PeechuGeneral Partner at Felicis VenturesDeep NisharInvestment Team at General CatalystPrashant ShahPartner at Monta Vista CapitalNoorPartner at Clear Ventures
+ 482 more
Shared employers
Also worked at Hightower Advisors19
Prescott NasserCTO-in-Residence at Mainsail PartnersElizabeth McCluskeyManaging Director, Discovery Fund at TruStage VenturesJohn DarsieChief Executive Officer at SALT FundLarry RestieriChief Executive Officer at Hightower AdvisorsDoug BessoChief Technology Officer at Hightower AdvisorsRandy BullardHead of Investment Management at Hightower Advisors
+ 13 more