Profiel
Ms. Ana-Maria P.
Fernandes is a Portfolio Manager at Odlum Brown USA Investment Management Ltd. Following a disciplined and value-based investment approach, she work with her clients to help them achieve their long-term investment goals by identifying their objectives and risk tolerances and customizing their investment portfolios.
The breakdown and selection of investments of her clients’ portfolios are determined individually and may include equities as well as fixed income investments.
She also conduct regular portfolio reviews with my clients to ensure that their portfolios continue to be in-line with their expectations and individual goals.
Prior to joining Odlum Brown, Ms. Fernandes was employed as Financial Advisor by Edward Jones Investments and Senior Account Manager by DHL Express.
She began her investment career in 2002, working with a multi-national investment firm.
As an Investment Advisor, she managed an office in West Vancouver, BC.
She received her Bachelor of Science degree from the University of British Columbia.
She holds the Chartered Investment Manager and Fellow of the Canadian Securities Institute designations.
Eerdere bekende functies van Ana Fernandes
| Bedrijven | Functie | Einde |
|---|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Portefeuillebeheerder-Aandelen | 01-05-2022 |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Operates as a financial advisory firm | Corporate Officer/Principal | 30-09-2005 |
DHL Express (Canada) Ltd.
DHL Express (Canada) Ltd. Air Freight/CouriersTransportation Provides express delivery services | Corporate Officer/Principal | 31-07-2002 |
Opleiding van Ana Fernandes
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance OB USA and their Portfolio Managers primarily utilize a fundamental approach investment analysis. They always take a long-term view. | Finance |
University of British Columbia
University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DHL Express (Canada) Ltd.
DHL Express (Canada) Ltd. Air Freight/CouriersTransportation Provides express delivery services | Transportation |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Operates as a financial advisory firm | Finance |
















