Sheldon Fernandes
Associate Portfolio Advisor at Northern Trust Corporation
- Role
- Associate Portfolio Advisor, Second Vice President at Northern Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Sheldon Fernandes
Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. We are recognized for innovative technology, service excellence and depth of expertise across all aspects of nancial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication and more.I am an experienced wealth management professional with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Financial Analysis and Private Banking.
Experience
Associate Portfolio Advisor, Second Vice President
Oct 2022 — Present · Houston, TX, US
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Finance
2009
Westside High School
High School Diploma
2004
Skills
- Financial Analysis
- Relationship Management
- Private Banking
- Equities
- Wealth Management
- Investment Management
- Alternative Investments
- Portfolio Management
- Investments
- Client-Focused
- Financial Services
- Series 7
- Asset Management
- Tech-Savvy
- Asset Allocation
- Banking
- Mutual Funds
- Investment Advisory
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