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Interview  |  JUL 2026

Interview: A Conversation With Milton W. Berg

Milton W. Berg, CFA, is CEO and chief investment strategist for MB Advisors, LLC. Berg's 47_year career spans both fundamental and technical disciplines. Initially influenced by Benjamin Graham, he evolved from value investing into becoming a technical strategist, later developing a proprietary system named Turning Point Analysis. Berg's methodology is intensely data-driven, employing a proprietary system tracking more than 30,000 indicators across 2,000 models. We interviewed Milton Berg via email in March 2026

by Leslie N. Masonson

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