Carter Morrissette
Portfolio Analyst @Berger Financial Group, Inc
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WORK HISTORY
Portfolio Analyst @Berger Financial Group, Inc
Plymouth, MN, US
Responsible for the day-day and long term trading for the over $2b+ of AUM- Consistently communicate with our internal advisors on the long term trends that are being formed through both a technical and fundamental approach - Position client portfolios in a manner that balances a risk:reward that fits their risk tolerance, life stage, and long term investment needs- Leverage a Bloomberg Terminal for analysis and construction of in house model portfolios
EDUCATION
University of Wisconsin-Eau Claire
Finance Major and Econ Minor
ABOUT CARTER MORRISSETTE
Wealth Management Associate at Boulay Financial Advisors since the spring of 2022. Graduate of the University Wisconsin of Eau Claire studying Finance and Economics. While attending University I was the President of both the Financial Management Association and Men\'s Club Lacrosse Team. I currently wear multiple hats as an Associate at Boulay Financial Advisors. I currently am involved in our Investment Committee as a Portfolio Trader and a member of our Asset Allocation team. I also assist our 401K team as a plan sponsor and advocate for Financial Literacy for companies/individuals who have not been exposed to retirement plans. Additionally, as a Wealth Management Associate, I assist our Senior Advisors and their clients with our Financial Planning process in meeting prep, client meetings, and follow-up. I play to my strengths in all aspects of my personal life and career. My ability to be personable and have no fear of public speaking has allowed me to build my network and educate others on Financial Literacy. My passion for markets has allowed me to be involved as a member of my firm\'s Investment Committee and has pushed me to pursue the designation of Chartered Market Technician.
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