Mark A. Fernandez, CFA
Vice President and Portfolio Manager

Mark A. Fernandez, CFA Mark A. Fernandez, CFA Mark A. Fernandez, CFA

Mark holds the Chartered Financial Analyst® designation.  He managed and directed the investment process at our firm for many years, and now provides investment counsel and portfolio management services. Mark brings a diverse and deep background to our company. Formerly Chair of the Investment Committee, he remains a key member of that group. Mark has been active with the CFA Institute as a grader and participant on various regional and national education programs.

Born in Puerto Rico, Mark now resides in Portland, Maine with his wife, Anne, and their children. Mark enjoys the outdoors, biking, coaching and culinary arts.

 

Work Experience

R. M. Davis, joined in 1994

UNUM Life Insurance Company, Director of Research

Bank for Cooperatives, Springfield and Baltimore
Assistant Vice President

Kidder Peabody, Inc., Springfield, Account Executive

MassMutual Life Insurance Company, Springfield, Security Analyst

Education

Northeastern University, M.B.A.

Syracuse University, B.S. in Biology

Memberships

CFA Institute

CFA Society Maine, (past President)

CFA Society Boston, Inc. 

Community Involvement

Mitchell Institute, Board of Directors and Investment Committee Chair

Adjunct Faculty, University of New England and University of Southern Maine

The Portland Girls and Boys Club, Investment Committee

United Way Foundation of Greater Portland, Board and Chair of Investment Committee (past)

United Way of Greater Portland, Investment Committee (past)

Greater Portland Landmarks, Board (past)

cPort Credit Union, Board and Vice Chair (past)