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Warren Berlin
Senior Investment Advisor (SIA)

Warren Berlin

Finra’s BrokerCheck
Address
550 N Summit St Toledo, OH 43604 US

Contact Hours

By appointment

About Warren

As Portfolio Manager, Warren Berlin assists in the development of your personal investment policy guidelines. Warren makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
Professional Experience
Warren, Vice President and Senior Portfolio Manager in the Private Bank, joined Fifth Third in 2003. He has provided institutional and investment experience since 1990. Warren works with both high net worth families and institutional clients across the Fifth Third footprint.
Education
Warren received his Bachelor's of Arts degree from Bob Jones University and conducted hid post baccalaureate degree from Cal State, Hayward.

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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