Huber Financial Welcomes New Team Members

Stephen Bergman

Portfolio Manager

Stephen is responsible for trading, investment research and analyzing client portfolios. He holds a bachelor’s degree in Economics from Ohio State University. While attending Ohio State, Stephen co-authored a paper titled, “The Effect of Recruit Quality on College Football Team Performance,” which appeared in The Journal of Sports Economics and was covered in The Wall Street Journal.

Erica Simios

Client Service Associate

Erica recently graduated with a bachelor’s degree in Finance and Marketing – Professional Sales from Illinois State University. She is responsible for servicing the clients of Rob Morrison, CFP®, Bob Witt, CFP®, RICP®, Kim Drake, CFA and Doug Morton, CFP®. She is responsible for on-boarding, servicing and building relationships with these select clients.

Elena Zekic

Portfolio Services Associate

Elena works on a team that focuses on maintaining Huber Financial’s back-office and technology platforms. She is primarily responsible for account maintenance, data reconciliation, performance reporting and daily trading review. She graduated summa cum laude from Auburn University with a bachelor’s degree in applied mathematics. She is a candidate for CFP® certification and a CFA level one candidate.

 

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.