Nicholas Bertha

Mr. Bertha has been with Fieldpoint Private since its inception in 2008, working with U.S. and international clients on complex estate and income tax issues, and helping ultra-high-net-worth families manage their wealth. He has expert-level capability in tax law, wealth transfer, and trusts & estates. His extensive career, spanning over 35 years, includes prominent positions at Credit Suisse, DLJ and U.S. Trust Company, where he led the Wealth Transfer Planning Group for many years. A Milwaukee native, Mr. Bertha holds a J.D. from Marquette University Law School and an M.S. in taxation from the University of Wisconsin. He is a frequent speaker on estate and income tax planning. His work has been published in leading journals including Trusts & Estates magazine and Taxation for Lawyers; he has also authored AICPA (American Institute of CPAs) professional development coursework on a range of tax planning topics. He currently sits on the Conference Board of the American Bankers Association Wealth Management & Trust Division, and appears on Bloomberg Television.