Mark A. Fernandez, CFA
Vice President and Portfolio Manager
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
Northeastern University, M.B.A.
Syracuse University, B.S. in Biology
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)