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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-14 |
Branch Locations
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
570 Lake Cook Rd Suite 320, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Investment Management Corp. | Chicago | IL | 10/2014 | 12/2019 |
| Weiss & Company Llp | Glenview | IL | 07/2015 | 12/2019 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 01/2020 | 12/2022 |
| Waveland Family Office, Llc | Deerfield | IL | 01/2023 | 01/2025 |
| Clearstead Advisors | Cleveland | OH | 02/2025 | Present |
Juliana Greenfield Family Foundation; not investment related; 570 Lake Cook Rd, Suite 320, Deerfield, IL 60015; The Foundation is engaged in charitable medical research; Mr. Berg has served as Treasurer and Adviser since March 2019; devotes less than 5 hours/month to this entity, none of which occurs during securities trading hours; Mr. Berg oversees contributions made to the Foundation, assists with grants made, and manages the portfolio.
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