About Blake Bertea

I serve clients who have amassed significant wealth, delivering investment services that address a comprehensive range of sophisticated financial needs—from asset management and trust and estate planning to restricted stock trading and hedging of concentrated positions.
I bring a holistic mindset and provide highly individualized and tailored investment plans, designed to work in concert and help my clients to address the entirety of their financial picture—from lending strategies and cash flow management to seamless coordination alongside outside advisors, financial education and philanthropic giving. This family office style approach is born of my own unique experiences growing up with entrepreneurs and executives, which has afforded me deep familiarity with the sophistications of significant assets. My access to alternative investments, global platforms, top money managers and private equity affords my clients the benefit of innovative and tailored financial strategies.

Meet Our Team



Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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