Anna Berdahl

Analyst

Anna is an 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 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, she enjoys being with family and friends, skiing, cooking, and spending time outdoors in Colorado.

aberdahl@innovestinc.com 

(303) 694-1900 ext. 355