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Rob Fernandez
Analyst-Fixed Income chez
Breckinridge Capital Advisors, Inc.
Profil
Mr. Robert J.
Fernandez, CFA MBA, is a Director of Sustainable Research at Breckinridge Capital Advisors, Inc. and a Member at The Boston Security Analysts Society, Inc. He is also a member of the firm’s Sustainability Committee and Stewardship Committee.
In his role, he leads Breckinridge’s ongoing ESG integration efforts, regularly contributes thought leadership and performs corporate credit analysis.
He has been with the firm since 2010 and has over 26 years of research experience.
Prior to Breckinridge, Mr. Fernandez was a senior research analyst at Opus Investment Management.
He began his career in credit research at State Street Bank & Trust Co. as a participant in its commercial loan officer development program.
He has also held commercial credit analyst positions at Cambridge Savings Bank and Eastern Bank.
Mr. Fernandez holds a BS from Boston College and an MBA from the Boston University School of Management.
He is a member of the CFA Institute and is an FSA Credential holder.
Postes actifs de Rob Fernandez
| Sociétés | Poste | Début |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Analyst-Fixed Income | 01/04/2010 |
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | 07/09/2011 |
Anciens postes connus de Rob Fernandez
| Sociétés | Poste | Fin |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Cambridge Savings Bank (Massachusetts)
 Cambridge Savings Bank (Massachusetts) Savings BanksFinance Functions as a state chartered savings bank | Corporate Officer/Principal | - |
Opus Investment Management, Inc.
 Opus Investment Management, Inc. Investment ManagersFinance Opus aims to deliver risk-adjusted results rather than the highest absolute total returns where capital preservation could be jeopardized. The firm builds a client portfolio with a yield advantage versus the corresponding benchmark by utilizing a top-down macroeconomic approach to determine sector positioning coupled with bottom-up fundamental research to invest in securities with attractive characteristics. | Analyst-Fixed Income | 30/06/2009 |
Formation de Rob Fernandez
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Opus Investment Management, Inc.
Opus Investment Management, Inc. Investment ManagersFinance Opus aims to deliver risk-adjusted results rather than the highest absolute total returns where capital preservation could be jeopardized. The firm builds a client portfolio with a yield advantage versus the corresponding benchmark by utilizing a top-down macroeconomic approach to determine sector positioning coupled with bottom-up fundamental research to invest in securities with attractive characteristics. | Finance |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cambridge Savings Bank (Massachusetts)
Cambridge Savings Bank (Massachusetts) Savings BanksFinance Functions as a state chartered savings bank | Finance |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
