Let's move forward. Together.

Bergman Team

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

  • Bergman

    Charlie Bergman

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • AZ
    • CA
    • CA
    • CO
    • CO
    • FL
    • FL
    • ID
    • ID
    • IL
    • IL
    • LA
    • LA
    • MA
    • MA
    • MD
    • MD
    • MI
    • MI
    • MO
    • MO
    • MT
    • MT
    • NC
    • NC
    • NH
    • NH
    • NJ
    • NJ
    • NY
    • NY
    • OH
    • OH
    • OR
    • OR
    • PA
    • PA
    • PR
    • PR
    • SC
    • SC
    • TN
    • TN
    • TX
    • TX
    • VA
    • VA
    • VT
    • VT
    • WA
    • WA

    Charlie has worked as a registered Financial Advisor for over 28 years, seeing clients through five market corrections and countless life changes.   As a Portfolio Manager, he helps clients pursue their financial objectives by managing defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.  Marked by his dedication to client service, his team offers the personal touch of a small firm, backed by the research and resources of a global financial leader.

     

    Charlie graduated from The Ohio State University. He is FINRA registered and holds his series 7, series 63, and series 66.  Charlie and his wife, Ellen, live in Beachwood with their three daughters.  Away from work, Charlie enjoys golfing and spending time with his family.

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
          charlie.bergman@ubs.com
          Charlie Bergman
          30050 Chagrin Boulevard,Pepper Pike,OH,44124
        • Justine Greenwald

          Justine Greenwald

          Financial Advisor

          • image
          • image
          • image
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • MI
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OH
          • OR
          • PA
          • PR
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA

          Justine has over twenty years of experience in the financial services industry. Prior to joining UBS, Justine served as both advisor and compliance liaison for a Cleveland based broker-dealer in the operations department, working closely with over a dozen advisors and money managers in both client and securities transactions.  Prior to that, she served as Vice President of Mutual Shareholder Services, LLC, supervising her team’s daily mutual fund administration processes and managing information processes between institutional mutual fund managers and custodians while gaining valuable experience with industry regulators & working closely with the Securities and Exchange Commission to insure funds were in compliance with annual filings and statewide registrations.

          Justine earned a bachelor’s degree from Arizona State University in Tempe, AZ and resides in Cleveland Heights, OH with her two sons. She holds FINRA Series 7, 66, 24 registrations and Insurance licenses.  In her spare time, Justine loves to cook, read, and get involved in local theater productions.

                30050 Chagrin Boulevard
                Suite 200
                Pepper Pike, OH 44124
                justine.greenwald@ubs.com
                Justine Greenwald
                30050 Chagrin Boulevard,Pepper Pike,OH,44124
              • Lisa Moavero

                Lisa Moavero

                Senior Client Associate

                • image
                • image
                • AZ
                • CA
                • CO
                • FL
                • ID
                • IL
                • LA
                • MA
                • MD
                • MI
                • MO
                • NC
                • NH
                • NJ
                • NY
                • OH
                • OR
                • PA
                • PR
                • SC
                • TN
                • TX
                • VA
                • VT
                • WA

                      30050 Chagrin Boulevard
                      Suite 200
                      Pepper Pike, OH 44124
                      lisa.moavero@ubs.com
                      Lisa Moavero
                      30050 Chagrin Boulevard,Pepper Pike,OH,44124
                    • Alona Porat

                      Alona Porat

                      Client Associate

                      • image
                      • image

                              30050 Chagrin Boulevard
                              Suite 200
                              Pepper Pike, OH 44124
                              alona.porat@ubs.com
                              Alona Porat
                              30050 Chagrin Boulevard,Pepper Pike,OH,44124
                            Three generations in apple orchard

                            Turn possibilities into a plan

                            US equity market outlook

                            Mountain climbers on peak at sunrise

                            A leading global wealth manager

                            White House

                            ElectionWatch 2024

                            24 questions for the '24 US election

                            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                            Download the report

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.9+ trn

                            UBS Group invested assets
                            As of 06/30/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

                            Insights