Andrew D. Berg, CFA

Drew chairs the Institutional Advisory Services team and is a member of the Investment Strategies Group and Portfolio Management Team. In addition to serving clients, his primary duties include portfolio management and performance reporting. Before joining the firm, he spent eight years at Investment Scorecard, Inc. (now part of Informa Investment Solutions), a Nashville-based provider of performance measurement, portfolio monitoring, and client reporting solutions to the wealth management industry. During his tenure at Scorecard, he served as Senior Product Manager, leading the effort to design and deliver analysis and reporting tools for investment advisors and portfolio managers, and prior to that as Manager of the outsourced data processing and performance calculation group.

Drew received a Bachelor of Science in Industrial Engineering and Management Sciences from Northwestern University.  He is also a CFA charterholder and member of the CFA Society of Nashville.  Drew is a former Board member of Calvary Young Children’s School, member of the Finance Committee at Calvary United Methodist Church in Nashville, and a USA Hockey-certified coach working with the Nashville Youth Hockey League.