Justin Berman

Founder and CEO of Berman Capital Advisors, an independent multifamily office approaching $3 billion in assets under management; former Goldman Sachs private wealth advisor who left to build his own firm.

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May 28, 2020 • 51min

Life After Goldman Sachs: A Story of Extraordinary Success

Justin Berman, founder and CEO of Berman Capital Advisors, shares his intriguing journey from Goldman Sachs to creating a successful independent firm managing nearly $3 billion. He discusses the daunting experience of garden leave and the motivation from family bonds that drove his departure. Justin reveals insights on client retention and the importance of ethical practices, detailing how he reassured clients while navigating Madoff-era fears. He also touches on innovative client communication during COVID and his strategic growth plans for the future.

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