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Andrew D. Berg


Drew serves as the firm’s Institutional Client Lead, is a member of the Portfolio Management Team, and works closely with the Investment Team. In addition to serving clients, his primary duties include portfolio management and performance reporting. Prior to joining Diversified Trust, 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 Board member of Second Harvest Food Bank of Middle Tennessee and serves on the Finance & Investment Committee. In addition,  Drew is a USA Hockey-certified coach, having volunteered in both the Greater Nashville Scholastic Hockey League and Nashville Youth Hockey League.