Profil
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.
Ehemalige bekannte Positionen von Ana Fernandes
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 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 |
Ausbildung von Ana Fernandes
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
















