Stephen Mergler, J.D.Executive Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust Florida
Steve Mergler has over 20 years experience helping clients align their investment plans to best meet their financial objectives.
Steve was Portfolio Manager for Rushmore Investment Advisors, a Texas-based registered investment advisor acquired by Banyan Partners in 2013. Boston Private Wealth acquired Banyan Partners in 2014. Prior to joining Rushmore, he was a founding partner of Northstar Capital Management and served as the firm’s CIO from 2000 to 2011. From 1997 to 2000, Steve was part of the Florida office of Loomis, Sayles & Company, where he was a Vice President and Portfolio Manager.
Steve earned a Bachelor of Arts and a J.D. from the University of Florida and is active in the South Florida community through participation on various boards and foundations.