Steven B. Berg
Profile
Mr. Berg has a dual focus on Enterprise Storage and Enterprise Software.
He has 10 years of technology and financial analysis experience.
Before joining Punk, Ziegel & Company, Mr. Berg was the assistant portfolio manager of a $40 million technology hedge fund at Train, Smith Counsel (now Train, Babcock Advisors).
Prior to his stint on the buyside, Mr. Berg helped develop and implement a global management information system for Chase Manhattan Bank (now JP Morgan Chase).
Steve holds a Bachelor of Science degree from Miami University in Oxford, Ohio and a M.B.A.
from Northern Illinois University.
Mr. Berg is also a CFA Charterholder.
Former positions of Steven B. Berg
| Companies | Position | End |
|---|---|---|
Punk Ziegel & Co.
 Punk Ziegel & Co. Investment Banks/BrokersFinance Located in New York City, Punk, Ziegel & Co. is a specialty investment bank providing a full range of research, equity market making and corporate finance services focusing on high growth sectors within the healthcare technology, biotechnology and life sciences industries. Punk, Ziegel's, in-depth securities analysis begins with the identification of high-growth industries and timely investment ideas before they have been fully exploited by the investment community. Within these industry niches, their analysts pinpoint companies offering leadership potential and maximum investment opportunities. Issue-oriented, in-depth analysis is then generated on a continuing basis to insure that their investment and corporate finance advice remains accurate and up-to-date. | Analyst-Equity | - |
Punk Ziegel & Co.
Punk Ziegel & Co. Investment Banks/BrokersFinance Located in New York City, Punk, Ziegel & Co. is a specialty investment bank providing a full range of research, equity market making and corporate finance services focusing on high growth sectors within the healthcare technology, biotechnology and life sciences industries. Punk, Ziegel's, in-depth securities analysis begins with the identification of high-growth industries and timely investment ideas before they have been fully exploited by the investment community. Within these industry niches, their analysts pinpoint companies offering leadership potential and maximum investment opportunities. Issue-oriented, in-depth analysis is then generated on a continuing basis to insure that their investment and corporate finance advice remains accurate and up-to-date. | Corporate Officer/Principal | - |
| EMULEX CORPORATION | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
Train, Babcock Advisors LLC
 Train, Babcock Advisors LLC Investment ManagersFinance Founded in 1959, Train, Babcock Advisors LLC is a wealth management firm and registered investment advisor firm located in New York City. The firm provides investment management services to individuals, investment companies, investment limited partnerships, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. | Portfolio Manager-Equities | - |
Training of Steven B. Berg
| Northern Illinois University | Masters Business Admin |
| University of Miami | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Punk Ziegel & Co.
Punk Ziegel & Co. Investment Banks/BrokersFinance Located in New York City, Punk, Ziegel & Co. is a specialty investment bank providing a full range of research, equity market making and corporate finance services focusing on high growth sectors within the healthcare technology, biotechnology and life sciences industries. Punk, Ziegel's, in-depth securities analysis begins with the identification of high-growth industries and timely investment ideas before they have been fully exploited by the investment community. Within these industry niches, their analysts pinpoint companies offering leadership potential and maximum investment opportunities. Issue-oriented, in-depth analysis is then generated on a continuing basis to insure that their investment and corporate finance advice remains accurate and up-to-date. | Finance |
Train, Babcock Advisors LLC
Train, Babcock Advisors LLC Investment ManagersFinance Founded in 1959, Train, Babcock Advisors LLC is a wealth management firm and registered investment advisor firm located in New York City. The firm provides investment management services to individuals, investment companies, investment limited partnerships, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
Emulex Corp.
 Emulex Corp. Computer CommunicationsElectronic Technology Emulex Corp. provides hardware and software solutions for global networks that support enterprise, cloud, government, and telecommunications. The firm operates through two business segments: Networking and Visibility Segment. The Networking Segment includes network connectivity products (NCP), storage connectivity products (SCP), and advanced technology and other products. Its SCP include InSpeed, switch-on-a-chip or backend connectivity, bridge, and router products; and the advanced technology and other products consists of its pilot integrated baseboard management controllers and other products and services. The company was founded by Fred B. Cox on February 15, 1979 and is headquartered in San Jose, CA. | Electronic Technology |
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