Breckinridge Capital Advisors
Robert Fernandez, CFA is a Director of ESG Research at Breckinridge Capital Advisors. Prior to this, Robert has held various roles such as Research Analyst at Opus Investment Management, Assistant Vice President / Portfolio Manager at Eastern Bank, Credit Officer at Cambridge Savings Bank, and Financial Advisor at New England Financial. Robert's extensive experience also includes roles at State Street and Blue Cross Blue Shield of Massachusetts. Robert holds a Master of Liberal Arts in Sustainability Studies from Harvard Extension School, a Masters in Business Administration from Boston University, and a Bachelor of Science in Business Administration with a focus on Finance from Boston College.
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Breckinridge Capital Advisors
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management. We believe the following characteristics set us apart: - Commitment to staying independent - Disciplined portfolio management - Rigorous fundamental credit analysis - Forward looking and integrated ESG research - Ability to customize separate accounts at scale - Proprietary technology platform - Culture of exceptional responsiveness and access - Competitive pricing We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023. Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest. Disclosures: https://www.breckinridge.com/social-media-disclosures/