Anna Berdahl

Lead Senior Analyst

Anna is a Lead Senior Analyst at Innovest on the Portfolio Accounting Team and Performance Reporting Team. She is responsible for gathering, reconciling, and pulling data across multiple custodians for both traditional and alternative products for wealthy families and nonprofits. Additionally, she assists in organizing Innovest’s quarterly client reporting process, preparing and reviewing client trades and transactions, and creating fully customized performance reports for Innovest clients. Anna is also a part of the NexGen Society. Selected by Innovest’s executive team, members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations.

Anna graduated magna cum laude from the University of St. Thomas where she earned a Bachelor of Arts in Finance with a minor in Data Analytics. Additionally, she was a student-athlete on the women’s swimming and diving team and a member of St. Thomas’ Women in Finance affinity group.

When she is not working, Anna enjoys being with family and friends, reading, attending workout classes, and spending time outdoors.

aberdahl@innovestinc.com 

(303) 694-1900 ext. 355