T.J. Berge, Analyst Assistant
T.J. is an Analyst Assistant at Innovest. He is a member of the Due Diligence Group, responsible for both qualitative and quantitative manager due diligence and making recommendations to Innovest's Investment Committee. Other responsibilities include building performance reports for clients and performing asset allocation studies
T.J. graduated from University of Northern Colorado (UNC) in 2011 where he earned a BS in Finance. During that time he was a part of 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 baseball team where he was named first team All Great-West Conference in both his junior and senior years.