FOR IMMEDIATE RELEASE
For further information, please call:
Patrick W. Fowler, TSG: 732-873-5700
TSG Promotes Jennifer Barnette, CIPM
to Senior Vice President
Somerset, NJ – Somerset, NJ – May 12, 2023. TSG announced today the promotion of Jennifer Barnette, CIPM to the position of Senior Vice President.
“Jennifer joined our firm five years ago and has been a tremendous asset to our “verification dream team.” She is also spearheading TSG’s ESG verification initiative, and is driving the direction of these efforts. Jennifer is a dedicated, loyal, creative, and collaborative member of our team, and contributes in so many ways to our success. She has established great relationships with many of our clients and colleagues, which makes doing business so much better for all of us. I personally thank and congratulate Jennifer for her success,” said David Spaulding, DPS, CIPM, the firm’s founder and CEO.
“I am honored to take on this new role at TSG, and am grateful for the opportunity to continue to contribute to the success of our company,” said Jennifer Barnette. “I am excited to work with my clients and colleagues to innovate, grow, and achieve our goals in this new position.”
“Our team has greatly benefited from Jennifer’s exceptional knowledge, skills, and dedication, and this recognition is truly well-deserved,” said Ashley Reeves, CIPM, Executive Vice President, and Chief Verification Officer (CVO) at TSG.
Jennifer has deep knowledge and substantial experience in all aspects of investment performance measurement and reporting, with expertise in the Global Investment Performance Standards (GIPS®). As a member of TSG’s verification practice, she conducts GIPS and non-GIPS reviews, helping asset managers and asset owners have confidence in their reported returns. She partners with her clients to tackle various challenges they face, including creating meaningful composites, designing policies and procedures, and identifying solutions across a wide range of front, middle and back-office scenarios. Prior to joining TSG, Jennifer was immersed in performance measurement, portfolio analytics, and client reporting at a high-net-worth investment advisor, and an affiliated institutional asset manager where she was a member of the management committee. She led the teams responsible for measuring, managing, and reporting performance and analytics across diverse asset classes, and for GIPS compliance. She also has extensive experience in investment operations, including managing the administration of investment systems at several firms. She started her career as an equity research analyst, where she published numerous reports for Wall Street investment banks. She has been asked to speak on topics related to performance, client reporting, and investment operations at various industry conferences, and is an active volunteer for CFA Institute supporting the CIPM Program. She is a graduate of Old Dominion University, and has earned the CIPM designation from CFA Institute, and has held FINRA Series 7 and 63 licenses.
About TSG. With offices across the United States, and now in Canada, TSG is the leader in providing investment performance measurement information, through its products and services. TSG provides consulting along with GIPS and non-GIPS verification services; offers unique and proprietary Software Certification and Operation Review services; publishes The Journal of Performance Measurement®, a quarterly publication launched in 1996; and hosts the Performance Measurement Forum. The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America, West, and Europe conferences. TSG’s Institute of Performance Measurement offers in-person and online performance measurement training, including both performance fundamentals and attribution courses, and classes on the GIPS standards and portfolio risk. For more information visit across the www.TSGperformance.com.