Fernanda Fenton, CFA in

Fernanda Fenton, CFA

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Vice President & Portfolio Manager at CI Investments Inc.
📍 San Francisco, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
20 Years
Current Role
Vice President & Portfolio Manager
Job Level
Senior
Location
San Francisco, California, United States
Personality Overview

How Fernanda shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Fernanda cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2020
Vice President & Portfolio Manager
CI Investments Inc.
1-2019 - 2-2020
Associate Portfolio Manager
CI Investments Inc.
9-2014 - 12-2018
Senior Fixed Income Analyst
CI Investments Inc.
9-2011 - 8-2014
Associate Portfolio Manager
Sentry Investments
6-2006 - 6-2009
Associate, Latin America Debt Capital Markets
Credit Suisse
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
MBA
University of California, Berkeley, Haas School of Business
CFA Charterholder
CFA Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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