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About
Carter Morrissette is a Portfolio Analyst at Berger Financial Group, Inc., based in Saint Paul, MN. He is responsible for managing day-to-day trading operations and implementing innovative trade strategies to enhance the firm’s investment capabilities. His expertise spans asset allocation, portfolio management, and financial planning, with a focus on equities, fixed income, and diversified investment strategies tailored to clients’ life stages and risk profiles. Carter holds the Chartered Market Technician (CMT) designation, reflecting his advanced knowledge in technical analysis and market trends. Prior to joining Berger Financial Group, he served as a Wealth Management Associate at Boulay and as Vice President at E3 Organization, bringing a diverse background in financial services and client advisory. Carter earned a degree in Finance with a minor in Economics from the University of Wisconsin–Eau Claire, and is recognized for his contributions to financial education and portfolio optimization within the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Berger Financial Group, Inc | Portfolio Analyst | Sep 2024 to Present | - 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 technica... |
| Boulay | Wealth Management Associate | Jun 2022 to Aug 2024 | — |
| E3 Organization | Vice President | Sep 2020 to Jun 2022 | E3- Educational, Engaging, and Entrepreneurship Leading peers and members to develop professional skills that are applicable in any professional environment! |
| Graco | Finance Internship - Credits and Collections | Jun 2021 to Aug 2021 | Responsible for the maintenance of both credit and debits throughout the Summer. Also, used financial analysis skills to determine if prospects to the company were in good financial standing in order ... |
| ORGEL WEALTH MANAGEMENT, LLC | Intern | Aug 2020 to Dec 2020 | — |
Education
University of Wisconsin-Eau Claire
Finance Major and Econ Minor
2018 — 2022
Skills & Expertise
Others at Berger Financial Group, Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Paraplanner and Trader | Minneapolis, MN , United States |
 | Chief Investment Officer | Minneapolis, MN , United States |
S Stacey Messick | Stock Trader | Saint Joseph, MN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
J Joe Grundfeldt | Senior Equity Trader | Next Century Growth Investors LLC | Minneapolis, MN , United States |
K Kaj Doerring | Portfolio Manager, Partner | Next Century Growth Investors LLC | Chanhassen, MN , United States |
L Laura Cahill | Senior Investment Officer | Cahill Financial Advisors Inc. | Chicago, IL , United States |
 | Portfolio Manager | Compass Capital Management, Inc. | Saint Paul, MN , United States |
 | CEO and Senior Portfolio Manager | Compass Capital Management, Inc. | Saint Paul, MN , United States |
