It’s not just a plan. It's the foundation
of your legacy.
They're your assets. No one respects that more than Berman Capital. Our job is simple: Listen and learn from you. Focus on your goals. And apply our expertise to help you and your family get the most from your assets, for generations to come.
Getting to know us. It is important you get to know Berman Capital, too. Our values and principles guide the work we do for you. We invite you to learn more about us, what we do and how we do it.
Welcome to Berman Capital Advisors – a partner, in the purest sense of the word.
Like any elite performance, preparation sets
the stage for success.
When it comes to you and your family, Berman Capital is more than a service provider: we’re a firm you can count on to safeguard your wealth and your legacy. We work with you to define your goals and help you achieve them. Then we help you invest. Not just by suggesting investments, but by actively participating in the process: we actually invest with you. That kind of side-by-side investing eliminates any doubt that our goal is singular: to get the best results for our clients. And for ourselves. Here is what you can expect:
The founding partners of Berman Capital and/or Massey Quick invest side-by-side with clients.
There are no "hidden deals" or embedded "fee arrangements."
We are not tied to any particular firm's platform. We have access to a full array of products, research, and institutional investment managers.
We have one group to whom we are accountable—our clients.
Our philosophy stresses asset preservation and growth of capital with minimal risk. Because we personally do not invest in strategies that are highly leveraged, our clients do not invest in those strategies.
Checks and Balances
Assets are held in custodial accounts chosen by the individual client—e.g., Pershing/Bank of New York Mellon, Northern Trust, Charles Schwab. Custodians are responsible for the safekeeping and accounting of investment assets.
If that’s the kind of service and professionalism you’d like from a wealth manager, call Berman Capital today.
Our Strategic Partners
Justin Berman, Founder & Chief Executive Officer
Justin Berman founded Berman Capital Advisors in 2010 as part of his commitment to provide truly objective wealth management and investment consulting services to a select group of high-net-worth clients.
Prior to launching BCA, Justin was a Vice-President in the Private Wealth Management division of Goldman Sachs & Co. He has also served in the Investment Advisory Group at myCFO, Inc. and in the Private Client Group at Arthur Andersen & Co.
Justin is a Summa Cum Laude graduate of Georgetown University where he served as Varsity Tennis Captain and was a Rhodes Scholar Finalist. He also holds an MBA from The Wharton School, University of Pennsylvania where he was named a Palmer Scholar.
Justin is active in community affairs and serves on the Boards of Families First, Zoo Atlanta and is a member of Leadership Atlanta and United Way’s Tocqueville Society. He is also involved in Young Presidents’ Organization and is on two corporate boards.
Jill Asrael, Principal
Jill Asrael joined BCA in 2011 as a Principal. She serves as the firm’s Chief Financial Officer and Chief Compliance Officer and as a client relationship manager. Since 2001, she has been the CFO of Grapevine Partners, a single family office and now a BCA client, where she has managed all of the family’s financial interests including investment managers, tax professionals, insurance professionals and estate planning attorneys. In addition, she managed an operating company and a charitable supporting organization for the family. Jill also serves as the CFO for Peachtree II, L.P., an SBIC mezzanine debt fund in Atlanta.
Jill’s prior experience includes two years in the Corporate Turnaround group at Arthur Andersen performing financial analysis and cash flow forecasting and working with management to implement new policies and procedures to improve operations. Jill also worked for five years at Larson-Juhl, Inc. where she was responsible for budgeting and forecasting as well as financial statement preparation and treasury functions.
Jill graduated with a B.A. in Political Science from Washington University in St. Louis and has been a licensed CPA since 1998.
Kelly Downs, Director, Chief Operations Officer
Kelly Downs joined Berman Capital Advisors in 2011 as the firm's Chief Operations Officer. Before coming to BCA, she worked in the Private Wealth Management division of Goldman Sachs & Co. where she specialized in operations and client service for the firm's high-net-worth clients.
Prior to her time at Goldman Sachs, Kelly spent nine years at Fisher Investments, a California-based Registered Investment Adviser that works with private clients and large institutions. While at Fisher Investments, she served as Group Manager for eight years overseeing various functions such as client operations, recruiting, client reporting and trading.
Kelly graduated from West Virginia University with a Bachelor of Science degree in Business Administration and a concentration in Finance. She was a member of Delta Gamma Fraternity and Delta Sigma Pi Business Fraternity.
Geoff Lasda, Director of Investments
Geoff Lasda joined Berman Capital Advisors as the firm's Director of Investments in 2011. Before joining BCA, he worked as a Business Analyst for Credit Suisse in their Private Banking Group in Atlanta, where he was responsible for portfolio evaluation, investment selection, and trading for a wealth management team with over $1 billion in assets under advisement.
Prior to his three years at Credit Suisse, Geoff worked as a Regional Business Associate for the AIG Advisor Group, where he oversaw business development and compliance for the northeast region for the retail broker-dealer group.
Geoff graduated from Princeton University with a Bachelor of Science degree in Psychology. At Princeton, Geoff was a four year member of the men's lacrosse team and was a two time national champion.
Shae Amerson, Head Reporting Analyst
Shae Amerson joined Berman Capital Advisors in 2012 as Head Reporting Analyst. Before joining BCA, she was Vice President of Trading and Operations for Aurora Investment Counsel. At Aurora she was responsible for all trading, operations and reporting for several RIA firm's high-net-worth clients.
Prior to her five years at Aurora Investment Counsel, Shae worked as a trader for Personal Asset Management, a division of SunTrust, where she conducted trading, research and also advised on investment recommendations to portfolio managers and clients.
Shae graduated from Clayton College and State University with a Bachelor of Business Administration degree with an emphasis in Marketing. At CCSU, Shae was captain of the women's basketball team and is a record holder.
Mary Moore, Head Client Analyst
Mary Moore joined Berman Capital Advisors in 2011 as Head Client Analyst. Before joining BCA, she worked on a wealth management team in the Private Client Group division of Wells Fargo Advisors. During her time with Wells Fargo Advisors, she acted as the director of PR/Marketing and served as the relationship liaison for the wealth management team. She also focused a majority of her time on servicing the team's high-net-worth clients.
Mary graduated from The University of North Carolina at Charlotte with a Bachelor of Science degree in Finance. She was a member of the Business Honors Program and Chi Omega Fraternity.
Kelsey Ledford, Client Analyst
Kelsey Ledford joined Berman Capital Advisors in 2013 as a Client Analyst. Prior to joining BCA, she worked at an NFL agency where she assisted in the financial affairs of the firm’s high profile clients, as well as marketing research and design. While in college, she was a student assistant for The University of Georgia Athletic Association where she focused on team travel and logistics, recruitment, event preparation and daily operations involving the football department.
Kelsey graduated from The University of Georgia with a Bachelor of Business Administration in Marketing from the Terry College of Business and a Bachelor of Science in Sport Management. She was a member of Sports Business Club.
Laura Perez, Executive Assistant
Laura Perez joined Berman Capital Advisors in 2012 as Executive Assistant. Before joining BCA, she worked for over two years as an Administrative Assistant to the District Sales Manager for FedEx Corporate Services in Atlanta. At FedEx, her focus was on coordinating activities and initiatives that support a Sales Team towards excellence in sales as well as exceptional back office administration.
Prior to her work at FedEx, Laura spent six years doing back office accounting and payroll for Publix Supermarkets. At Publix she was responsible for managing a team of over 150 associates.
Board of Advisors
Wendell Reilly, Chairman
Wendell Reilly joined BCA in 2011 as Chairman. Since 2001, he has been Managing Partner of Grapevine Partners, a family office and private investment company. Wendell is also a General Partner of Peachtree II, L.P., an SBIC debenture loan fund. He serves on the boards of Lamar Advertising Company and Brown & Brown Inc.
From 1985 to 1989, Wendell served as CFO of The Lamar Corporation in Baton Rouge, LA. He moved to Atlanta in 1989 to be CFO of Haas Publishing Companies, an apartment guide publication owned by Dillion Read and later sold to Kohlberg Kravis Roberts in 1994. Wendell formed Grapevine Communications in 1995 to acquire local, network-affiliated TV stations. Grapevine Communications grew to seven stations before merging with another group of eight stations to become Piedmont Television in 2000.
Wendell currently serves as a trustee of Emory University, where he chairs the campaign for Arts and Sciences. He also serves on the endowment board of The Paideia School as well as the investment committee for Community Foundation of Greater Atlanta. He recently joined the board of the International Center for Journalists. Wendell was selected Philanthropist of the Year for 2011 by the Atlanta Chapter of the Association of Fundraising Professionals.
Wendell graduated from Emory College with a BA in English in 1980. After receiving an MBA in Finance from Vanderbilt University in 1983, he joined the Peace Corps where he served for two years with his wife, Mary, in the Dominican Republic. Wendell and Mary have three children. He enjoys sailing, golf and cooking.
Kent Alexander, General Counsel
CARE USA, former General Counsel of Emory University
and former partner of King & Spalding, LLP, Atlanta, GA
Richard Bianculli, Former Owner
Ocala Recycling, Ocala, FL
Brad Blevins, CEO
Blevins, Inc., Nashville, TN
Thomas Danis, Jr., Managing Principal
RCP Advisors, Chicago, IL
Michael Eskew, Former Chairman and CEO
UPS, Atlanta, GA
Katherine Harbin, Managing Director
Source Capital, San Francisco, CA
Doug Hertz, Chairman and CEO
United Distributing Company, Part Owner Atlanta Falcons, Atlanta, GA
Sandy Leeds, Head of Finance Department
University of Texas McCombs School of Business, Austin, TX
Ed Michaelson, Founder
Atlanta Consulting Group, Atlanta GA
Mitesh Shah, Founder and Managing Principal
Noble Investment Group, Atlanta, GA
Andrew Taylor, President
Taylor Mathis, Atlanta, GA
Dorothy Weaver, Managing Principal
Collins Capital, Miami, FL
Berman Capital & The
Science of Investing
It’s not a game of chance. At Berman Capital, we build portfolios based on the best information available, plus projections, world economics, worst-case scenarios, and more. Then, we combine our macroeconomic outlooks with the individual needs of each client to come up with the ideal portfolio. It’s wealth management, performed with exacting professionalism.
At Berman Capital Advisors, we work closely with each individual and family—as well as with their tax and estate planning professionals—to build and implement a tailored investment and asset allocation plan that reflects the client's goals and preferences. We focus on after-tax returns and tax-efficient investing and philanthropy.
Berman Capital Advisors specializes in constructing individual, customized portfolios. We do not use model portfolios. Instead, we look at the entire universe of investible assets – from private equity and venture capital to individual stocks and mutual funds – and find only the best ones for a client. We do not accept commissions and work on a fee-basis only.
Our investment philosophy focuses on absolute risk-adjusted returns and protection of capital. We provide our clients with access to a roster of carefully screened investment managers and continuously evaluate and execute tactical opportunities.
We provide customized, consolidated reporting to clients and their interested third parties on a monthly and quarterly basis. The consolidated report includes all your assets—even those not at Berman. In one report, you’ll see total holdings, income, yield and more.
Thanks to our partnership with Massey, Quick & Co., we are able to vet hundreds of investments and investment managers each year. Our rigorous evaluation emphasizes overall performance, risk management and absolute returns. Our research is at the core of our portfolio construction process, and is one of the features that makes Berman Capital so unique.
A Rigorous Manager Selection Process
Our joint advisory relationship with Massey, Quick & Co. provides our clients with a proprietary due diligence process that helps us identify the most talented investment managers. We look for experienced managers that can deliver outstanding risk-adjusted returns.
This process utilizes both proprietary quantitative models to analyze a manager's risk/return characteristics. In addition to this quantitative process, we perform on-site visits and interviews to really get to know how a manager thinks and acts. A dedicated team conducts continuous due diligence on all managers.
Estate & Trust Planning
To help you get the most from your assets, we begin by clearly identifying your goals. We then make a complete analysis of your portfolio and make recommendations. Our ongoing support includes asset-transfers, working with counsel and fiduciaries, and even assisting with the education and mentoring of beneficiaries.
As part of our portfolio review, we examine tax obligations and make recommendations on ways to reduce tax consequences. We also work with accountants and others to identify local and state tax credits, and coordinate deliver of documents.
Income/Debt Analysis, Reporting & Projections
On an ongoing basis, we provide cash-flow budgeting and monitoring, with customized financial statements, showing expected income, obligations, margin requirements, expenses and more. Statements are generated every month, with more detailed statements every quarter.
No financial portfolio is complete without a comprehensive risk management plan. We recommend life and other insurance offerings, coordinate policy management and facilitate renewals.
News & Articles
BCA periodically prepares timely and informative Investment Strategy Essays.
Berman was recently honored by having several articles featured in Worth's 2012 Leading Wealth Advisors, a special section in every edition of Worth. Worth is a publication serving high net individuals passionate about the stewardship of their wealth; its focus is on wealth creation and management, including entrepreneurship and investing as well as philanthropy, lifestyle and passion investing.
While there are significant headwinds to the market, we remain constructively optimistic on the state of the equity markets for the next several years and recommend adding new money to the equity markets through actively managed long only managers.
Experts are not required to remind us of the recent six weeks of market volatility. Equity exchanges that close up and down 500 points in opposite directions each passing day have the graphical look of an EKG, and can indeed cause heart palpitations.
In The Community
Leading by example. At Berman Capital Advisors, we are fortunate to work with some of the region’s leading philanthropists. Not only do we encourage our employees to be leaders in the community, but we also actively champion local causes related to issues surrounding education, healthcare and poverty. If you believe your cause or charity aligns with Berman Capital's goals, consider applying for a grant by sending a request to email@example.com.
If you want to learn more about Berman Capital Advisors, we invite you to call us or, if you prefer, complete the request form below.
3475 LENOX ROAD / SUITE 970
ATLANTA, GA 30326
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