Tracy Bruhn
January 22, 2019
Shirley Berman
February 3, 2017

Steve Berman


As Chairman of TMG Family Office, Steve leverages his incredible industry experience to provide families of significant wealth with comprehensive investment advisory and financial planning solutions. He leads the firm in delivering holistic, simplified and service-driven solutions to clients with unique and complex needs. Steve joined The Mather Group after serving as Founder and President of Berman Investment Advisors, a financial planning firm he established in 1992 and strategically grew to over $1 billion in assets under management. He began his career at Lloyd's of London, serving first as an Investment Analyst at their headquarters in London for three years, then as Name Partner for 18 years. Steve then co-founded Liberty Bank in South San Francisco, where he served as Investment Committee Chairman, Audit Committee Chairman and a member of their Loan Committee. Steve holds a BA in Philosophy from Brandeis University in Waltham, Massachusetts and an MBA in Finance from Harvard University.

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