Managing Director

Joshua Berg


Joshua a lifelong entrepreneur who started his professional career at some of the nation’s most prominent public companies such as Prudential Financial and Sprint Corp left in 2007 to pursue a career in Accounting and Finance. Beginning at Ernst & Young in the Financial Services Office, Joshua serviced clients on both the Banking and Capital Markets side, as well as the Asset Management Division. While there, he worked closely with executives from one of the worlds largest financial services firms, in addition to a prestigious hedge fund. After E&Y, Joshua joined Nussbaum CPA’s LLP and helped grow the entrepreneurial services division. While there, he was instrumental in developing the firm’s family office, focused on managing many of the firms most affluent clients. Joshua works closely with many business owners, families and individuals cultivating relationships throughout a breadth of diverse industries and sectors. A graduate of The University of Wisconsin with a MBA in Finance & Accounting from Hofstra University, Joshua is an active alumni of both institutions. When not in the office, he can usually be found with his wife on the soccer fields coaching their two young children. As an executive member of the NYBKW Charitable Foundation, and a founding member of the Alzheimer’s Foundation of America Junior Committee, Joshua has always strived to be active in causes near and dear to his heart.


(516) 277-8350