Professional Directory

Stephen Mergler, J.D.

Executive Managing Director Senior Wealth Advisor Private Client Group Wealth Management & Trust Florida
Stephen Mergler

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.

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