Bersot Capital Management LLC was founded in 2006 by Mary Bersot, CFA to provide investment management services to individuals, families, foundations and endowments.
Mary M. Bersot, CFA– +
Ms. Bersot began her career at Wells Fargo Bank and Citicorp Trust of California where she managed trusts, foundation accounts and investment management accounts for individuals.
In 1989 Mary Bersot joined McMorgan & Company to manage stock portfolios for Taft Hartley Pension and Health and Welfare plans. Ms. Bersot and her colleagues managed mutual funds with Morningstar ratings of 4 stars as well as individual portfolios. Ms. Bersot was a speaker at the Employee Benefit Foundation National Conference on several occasions and she authored a textbook chapter for the organization titled Introduction to Common Stock Investing.
Mary Bersot joined Dresdner RCM (f/k/a Rosenberg Capital Management) in 1999, where she was a Managing Director and Co-Chief Investment Officer of the Large Cap Team, responsible for over $20 billion of assets under management. Ms. Bersot was a member of the Investment Policy and Executive Management Committees.
Mary Bersot has over 30 years’ experience managing investment portfolios for clients. Her years working with individuals, trusts and families, her mutual fund management experience and her role with major pension funds offers clients of Bersot Capital Management the depth and experience needed to manage their assets to achieve their investment goals.
Mary Bersot is married and lives with her husband in Tiburon, where she is Treasurer of the Tiburon Chamber of Commerce. She is an appointed a member of the SEC governed Public Company Accounting Oversight Board, Investment Advisory Group. Ms. Bersot is a former member of the San Francisco General Hospital Foundation Board of Directors, having served on the Executive and Governance Committees. She is past treasurer of the organization. Ms. Bersot also sat on the National Board and Advisory Council for MedShare International, a role for which she was a national finalist for Investment News’ Volunteer of the Year Award in 2011. She is currently a member of the International Women’s Forum. Mary Bersot is a Chartered Financial Analyst and a member of the San Francisco Security Analyst Society.
Nicholas J. Risser, CFP– +
Nic Risser joined Bersot Capital Management in 2014 as a portfolio associate, assisting with the investment management and planning for Bersot Capital clients. He has become well-versed in the different types of accounts managed by the firm, including trusts, retirement accounts and donor advised charitable funds. Nic left Bersot Capital from October 2019 to June 2021, returning as Vice President.
Nic worked at Charles Schwab as a research associate before joining Bersot Capital where he assisted analysts and portfolio managers of money market funds in an operations role. He helped automate the process of monitoring holdings for ratings and outlook changes.
In his current role, Nic is instrumental in the day-to- day management of client investment portfolios, using tools available and reports he created, to streamline the investment process. Nic works closely with clients to deliver a high level of customer service, related to the day-to-day administration of their portfolios.
Nic is a Certified Financial Planner and enjoys alpine climbing, surfing and fishing in his free time. Nic graduated in 2007 from San Diego State University where he was president of The Finance and Investment Society – a student-run organization with over 100 members.