T.J. Berge, QPFC, lead Senior Analyst
T.J. is a lead senior analyst at Innovest. He is a member of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. The group works in conjunction with Innovest’s Investment Committee.
His responsibilities also include assisting in Innovest’s retirement plan efforts including Request for Proposals for clients, evaluating and benchmarking plans and their service providers, as well as building performance reports and performing asset allocation studies.
T.J. graduated from University of Northern Colorado (UNC) where he earned a Bachelor of Science in finance. During that time he participated in the Student and Foundation Fund (SAFF), which is a student-managed portfolio responsible for investing $1 million for the school. He was one of the two portfolio managers responsible for the portfolio. Additionally, he was a part of the first class to begin the Daniels Fund at UNC, another student-managed fund that invests in socially responsible companies.
T.J. played on the UNC baseball team where he was named first team All Great-West Conference in both his junior and senior years.