Ana is a passionate team leader for performance analytics and reporting, utilizing the TwinFocus total balance sheet approach. She supervises all facets of client analytics and reporting, including development and implementation, database management, portfolio contribution/attribution and risk/return analytics.
Ana’s career has spanned wealth management, asset management and investment consulting. She began her career in financial services at Mercer as an investment analyst, and most recently, Ana worked in investment operations ensuring compliance with Global Investment Performance Standards (GIPS®). Prior to joining TwinFocus, Ana consulted for CIBC Private Wealth Management in the area of GIPS®compliance and performance analysis.
Ana holds the CFA® and CIPM® designations, and is a member of the CFA® Institute and of the CFA® Society Boston. Ana has a master’s degree in finance from Boston College and a bachelor’s degree in business administration from Suffolk University. Recently, Ana completed the Certificate in Financial Services Compliance offered by the Graduate Program in Banking & Financial Law at Boston University’s School of Law.
I enjoy being able to add value to the firm, and I also enjoy working alongside a great group of people.
I am very detail oriented, which is a helpful trait to have when it comes to presenting information to clients.
I would probably become a live events producer.
I enjoy spending time with my family either at home watching movies or traveling with them.
When I moved to the United States, I decided to switch my career from marketing and sales to one in a finance-related field. I then attended school in Boston, graduated at the top of my class, got a master’s degree in finance and pursed a career in investments after graduating.