![Steven B. Berg](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Berg has a dual focus on Enterprise Storage and Enterprise Software.
He has 10 years of technology and financial analysis experience.
Before joining Punk, Ziegel & Company, Mr. Berg was the assistant portfolio manager of a $40 million technology hedge fund at Train, Smith Counsel (now Train, Babcock Advisors).
Prior to his stint on the buyside, Mr. Berg helped develop and implement a global management information system for Chase Manhattan Bank (now JP Morgan Chase).
Steve holds a Bachelor of Science degree from Miami University in Oxford, Ohio and a M.B.A. from Northern Illinois University.
Mr. Berg is also a CFA Charterholder.
| Companies | Position | End |
|---|---|---|
Punk Ziegel & Co.
 Punk Ziegel & Co. Investment Banks/BrokersFinance Provides broker dealer services, investment banking and research services | Analyst-Equity | - |
Punk Ziegel & Co.
Punk Ziegel & Co. Investment Banks/BrokersFinance Provides broker dealer services, investment banking and research services | Corporate Officer/Principal | - |
| EMULEX CORPORATION | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance Operates commercial bank | Corporate Officer/Principal | - |
Train, Babcock Advisors LLC
 Train, Babcock Advisors LLC Investment ManagersFinance Train Babcock Advisors primarily allocates client investment assets among individual debt and equity securities, and, to a much lesser extent, among no load or load-waived mutual funds on a discretionary or non-discretionary basis in accordance with the client’s designated risk tolerance and investment objectives. The core holdings of all portfolios are comprised of a careful selection of high quality companies purchased for the long-term. Train Babcock does not try to match an index. Rather, they seek out highly successful companies through intensive research. They follow a bottom-up investment process. Stocks are allowed to grow over the long-term in order to realize the power of compounding, as well as to minimize trading expenses and capital gains taxes. All stocks are closely monitored and are promptly sold in the event their fundamentals deteriorate. Train Babcock applies the same high standards for fixed income investments as they do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free are used as appropriate to meet the client's objectives for safety, liquidity and income. As in the case of equity investments, they are not market timers and we do not try to beat the market. Portfolios are always well-diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results. | Portfolio Manager-Equities | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 6 |
|---|---|
Emulex Corp.
 Emulex Corp. Computer PeripheralsElectronic Technology Manufactures input, output, server and storage solutions for connectivity, monitoring & management activities of networks | Electronic Technology |
Train, Babcock Advisors LLC
Train, Babcock Advisors LLC Investment ManagersFinance Train Babcock Advisors primarily allocates client investment assets among individual debt and equity securities, and, to a much lesser extent, among no load or load-waived mutual funds on a discretionary or non-discretionary basis in accordance with the client’s designated risk tolerance and investment objectives. The core holdings of all portfolios are comprised of a careful selection of high quality companies purchased for the long-term. Train Babcock does not try to match an index. Rather, they seek out highly successful companies through intensive research. They follow a bottom-up investment process. Stocks are allowed to grow over the long-term in order to realize the power of compounding, as well as to minimize trading expenses and capital gains taxes. All stocks are closely monitored and are promptly sold in the event their fundamentals deteriorate. Train Babcock applies the same high standards for fixed income investments as they do for equities. High quality cash reserves and government, corporate and municipal bonds- taxable or tax-free are used as appropriate to meet the client's objectives for safety, liquidity and income. As in the case of equity investments, they are not market timers and we do not try to beat the market. Portfolios are always well-diversified by asset class, industry and company. Every portfolio is individually managed for tax efficiency and to maximize after-tax results. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance Operates commercial bank | Finance |
Punk Ziegel & Co.
Punk Ziegel & Co. Investment Banks/BrokersFinance Provides broker dealer services, investment banking and research services | Finance |
Northern Illinois University
 Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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