Craig Berger

Senior Advisor

Background & History

Mr. Berger has spent more than a decade as a highly acclaimed equity research analyst for firms like Smith Barney Citigroup and FBR Capital Markets. Here, he serviced leading hedge and mutual fund clients, won several awards, and was one of CNBC’s go-to market experts with over 75 ​TV appearances. Mr. Berger is focused on IT Services, Software and Healthcare transactions and leads our internal research efforts.

  • University of Texas
  • CPA – Certified Public Accountant
  • CFA- Chartered Financial Analyst