Ana Fernandes

Ana Fernandes

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Profile

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.

Former positions of Ana Fernandes

CompaniesPositionEnd
Portfolio Manager-Equities 01/05/2022
Corporate Officer/Principal 30/09/2005
Corporate Officer/Principal 31/07/2002
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Training of Ana Fernandes

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Finance