Meyer Beren, Wealth Management Coordinator, assists with updating and constructing financial plans for our clients. He adds administrative experience to our firm and has held past positions in development and fundraising on the west coast.
An attentive listener and trusted authority, he strives to support clients and colleagues with empathy, sound decision-making, and superior service. Meyer brings strong support to our team all year round with his business background, is proficient and forward-thinking, and maintains our firm’s meticulous standards when delivering work product.
Meyer holds a Bachelor’s degree from Brooklyn College and a Master’s in Business Administration from American Jewish University. Outside the office, he enjoys spending time with family and being active.