Annie Tran
Portfolio Manager-Fixed Income at Charles Fish Investments, Inc.
Profile
Ms. Anh Hoai Tran, CFA MBA, is a Portfolio Manager at Charles Fish Investments, Inc. She joined the firm in August 2014 as a Portfolio Analyst.
Previously, she was part of the Orange County Treasurer’s investment team that was responsible for $7 billion of fixed income assets.
Her duties included researching and analyzing macro-economic and financial data; evaluating fixed income investment structures and credit quality; and monitoring activities and results.
After her time with the County, she joined the commercial lending division at US Bank as a Portfolio Analyst, while also working as a Research Associate at the Fixed Income Academy.
She graduated with highest honors from California State University, Fullerton with an MBA in Finance and a Bachelor’s of Art in Business Economics.
In 2015, she obtained the designation of Charter Financial Analyst (CFA).
Annie Tran active positions
Companies | Position | Start |
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Charles Fish Investments, Inc.
Charles Fish Investments, Inc. Investment ManagersFinance Charles Fish Investments, Inc. (CFI) is an independent, SEC-registered asset management firm headquartered in Irvine, California. The firm was founded in 1984 by Charles Fish. CFI offers individually tailored investment services to families of great wealth and institutional clients. | Portfolio Manager-Fixed Income | - |
Training of Annie Tran
California State University-Fullerton | Masters Business Admin |
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Private companies | 1 |
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Charles Fish Investments, Inc.
Charles Fish Investments, Inc. Investment ManagersFinance Charles Fish Investments, Inc. (CFI) is an independent, SEC-registered asset management firm headquartered in Irvine, California. The firm was founded in 1984 by Charles Fish. CFI offers individually tailored investment services to families of great wealth and institutional clients. | Finance |
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