Greg Berkman

Board Member

Greg is currently Vice President of Harborview Capital LLC., a philanthropic family office. Greg owned a CPA Firm for many years (Berkman Burgher Purdy and Lindstrom CPAs.) before co-founding investment management firm Berkman Lindstrom Financial Planning LLC.  He was also Chief Operating officer of Merriman, Inc., a wealth management firm. After leaving Merriman, he consulted with several start-up companies in the Seattle area including a medical device company.  His lifelong passion for expanding the capacity of non-profits and for philanthropy has led to a wide array of board service.  In addition to the HealthAdvocateX Board, he currently is serving on the board of the Seattle Public Library Foundation. Greg holds a degree in Business Administration from the University of Washington with an emphasis in accounting.