Michael Berg, CFA in

Michael Berg, CFA

Vice President at Wells Fargo
📍 Lafayette, California, United States

Michael is a Vice President in Software Investment Banking at Wells Fargo, specializing in the technology sector. He has a strong background in equity research and financial modeling, holding a finance degree from California Polytechnic State University and a data analytics certification from UC Berkeley.

He publicly celebrates his familys successes, showing great pride in their accomplishments. His professional interests include staying current with major business news and developments in the financial world.

Unique fact: Michael shared a heartfelt congratulations to his father for being named one of the top lawyers in the world.

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Experience
11 Years
Current Role
Vice President
Job Level
Senior
Location
Lafayette, California, United States
Personality Overview
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Priorities

Topics Michael cares about

Software Investment
As Vice President of Software Investment Banking at Wells Fargo, this is his core professional focus.
Equity Research
He has a demonstrated history as an equity research analyst covering various technology sub-sectors like security and infrastructure.
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Career

Work history

9-2025
Vice President
Wells Fargo
6-2021 - 10-2025
Vice President
Wells Fargo
7-2019 - 6-2021
Equity Research Associate
Mizuho
6-2017 - 7-2019
Equity Research Associate
JMP Group LLC
6-2015 - 6-2017
Finance Associate
Intarcia Therapeutics, Inc.
In the press

Media appearances

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Education
2020 - 2020
Data Analytics Certification
UC Berkeley College of Computing, Data Science, and Society
2011 - 2015
Bachelor's degree
California Polytechnic State University-San Luis Obispo
Social presence
in

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