Steve Mergler is a Market Manager, Wealth Relationship Mgmt with over 23 years’ experience in managing the investment and planning needs of complex clients and their families. He is the Market Manager for the South East region of SVB Private.
Prior to his current role Steve was a Portfolio Manager for Banyan Partners, which was acquired by SVB Private in 2014. Other industry experience includes Rushmore Investment Advisors and Northstar Capital Management, where Steve was a founding partner and President in 2000. He started his career in Wealth Management in 1997 with Loomis, Sayles & Company, where he was a Vice President. Prior to his career in Wealth Management Steve was a practicing trial attorney with the south Florida firm of Peterson & Bernard, and an Assistant State’s Attorney in Orange County Florida. He remains a member of the Florida Bar (inactive).
Steve earned a Bachelor of Arts and a Juris Doctorate from the University of Florida, and is active in the South Florida community through participation on various boards and foundations.
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