Hilary Bergman

Chief Executive Officer

Professional Overview

Hilary Bergman is a seasoned financial services executive with over 25 years of industry experience. As the Chief Executive Officer of Pelion Financial Group and First Liberties Financial, she leverages her deep expertise in investment advisory, wealth management, and capital markets to drive strategic growth and operational excellence.

Experience Summary

Current Roles

Chief Executive Officer, Pelion Financial Group (2017 - Present)

Provides visionary leadership and strategic direction for the firm's comprehensive suite of financial services

Oversees the management of $5 billion in client assets and the delivery of tailored investment solutions and advisory services

Spearheads the firm's expansion into new markets and the development of innovative product offerings

Chief Executive Officer, First Liberties Financial (2008 - Present)

Guides the overall business strategy and operations of this respected wealth management and investment advisory firm

Cultivates strong client relationships and delivers customized financial planning and asset management services

Ensures compliance with industry regulations and best practices to protect client interests

President, Pelion Investment Advisors, Inc. (2006 - Present)

Leads the firm's investment management and research functions, overseeing a team of seasoned portfolio managers and analysts

Develops and implements sophisticated investment strategies to generate consistent, risk-adjusted returns for high-net-worth individuals and institutional clients

Serves as a trusted advisor, providing insightful market commentary and investment guidance to the firm's clientele

Previous Experience

Chief Administrative Officer, Pali Capital, Inc. (1996 - 2008)

Played a pivotal role in the firm's rapid growth, spearheading key operational and infrastructure initiatives

Oversaw critical functions, including human resources, information technology, and compliance, ensuring the firm's scalability and adherence to industry regulations

Vice President, Fimat (1994 - 1995)

Contributed to the development and execution of innovative trading strategies in the global futures and options markets

Leveraged strong analytical and problem-solving skills to identify and capitalize on market opportunities

Academic Background

Hilary holds a Bachelor of Business Administration degree in Finance from the University of Texas at Austin, where she graduated with honors.

Areas of Expertise

Investment advisory and wealth management

Portfolio construction and asset allocation

Regulatory compliance and risk management

Financial planning and client relationship management

Strategic planning and operational optimization

Professional Impact

Grew Pelion Financial Group's assets under management by 35% over the past three years through the implementation of innovative investment strategies and effective client acquisition

Spearheaded the successful integration of First Liberties Financial, enhancing operational efficiencies and expanding the firm's client base by 25%

Serves on the board of directors for the Dallas chapter of the Financial Planning Association, contributing to the advancement of the financial planning profession

Conclusion

With her extensive experience, proven leadership, and unwavering commitment to client success, Hilary Bergman continues to drive the growth and evolution of Pelion Financial Group and First Liberties Financial. Her strategic vision, industry expertise, and dedication to excellence position her as a respected authority in the financial services sector.