Kirk Bergin
Portfolio Manager and Financial Strategist, Fiduciary
With 33 years of experience in the financial industry, Kirk Bergin excels in constructing and managing smart, efficiency-focused portfolios. He utilizes a unique GPA and Risk Management scoring system to tailor strategies that meet the specific objectives of each client.
Beyond his professional life, Kirk enjoys reading, traveling, running, and staying active with tennis and pickleball. He is deeply family-oriented, having been married for 35 years. Kirk is the proud father of three children, with two daughters-in-law, one son-in-law, and seven wonderful grandchildren.
Email: Kirk@berginInvest.com
Chase Bergin
Director of Operations, Fiduciary
Chase Bergin manages the day-to-day operations of Bergin Investment Management. He assists with investment research, portfolio design, and trade execution. As a proud graduate of Texas A&M University, Class of 2016, Chase brings a strong educational foundation to his role.
Outside of work, Chase is a passionate foodie who loves cooking, fine wines, and traveling. He also enjoys research, trivia, music, and sports. Chase has been married for two years and is a proud father of a beautiful daughter.
Email: Chase@berginInvest.com
Trevor Bergin
Financial Planner and Financial Strategist, Fiduciary
Trevor Bergin is a dedicated Financial Planner who specializes in developing tailored strategies to help clients achieve their financial goals. A proud graduate of Texas A&M University, Class of 2012, Trevor brings a disciplined and results-oriented approach to financial planning.
Outside of the office, Trevor has a passion for endurance running. He has completed three marathons and an ultra-marathon. His interests include reading, coaching youth sports, and pickleball. A natural goal-setter, Trevor thrives on challenges both in his personal and professional life. He has been married for 10 years and is a proud father of three beautiful children.
Email: Trevor@berginInvest.com