Annette Serrao
Portfolio Manager-Fixed Income at Sun Life Capital Management (US) LLC
Profile
Ms. Annette Serrao, CFA MBA, is a Managing Director & Portfolio Manager at Sun Life Capital Management (US) LLC.
She joined SLC Management in July 2010 and is a Portfolio Manager focusing on Long Credit and LDI strategies.
She is primarily responsible for the portfolio construction process, credit analysis and trading within these strategies.
Prior to 2020, She was a Credit Analyst supporting the portfolio management team.
She also served as Portfolio Strategist, where her primary responsibilities included conducting asset liability analysis and providing asset portfolio details to clients and consultants.
She previously served as an Associate for two years at Tata Consultancy Services, India, Banking, Financial Services and Insurance sector (BFSI), leading data warehousing projects related to credit cards, mortgages, personal loans and auto loans across different geographies.
She earned her M.B.A.
in Finance from Pace University’s Lubin School of Business and a Bachelor of Engineering in Computer Engineering from Mumbai University, India.
She is a CFA Charterholder and a member of the New York CFA society.
Annette Serrao active positions
Companies | Position | Start |
---|---|---|
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Portfolio Manager-Fixed Income | 2019-12-30 |
Former positions of Annette Serrao
Companies | Position | End |
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TATA CONSULTANCY SERVICES LTD. | Corporate Officer/Principal | - |
Ryan Labs Asset Management, Inc.
Ryan Labs Asset Management, Inc. Investment ManagersFinance Founded in 1988 by F. Harlan Batrus, Ryan Labs Asset Management, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Sun Life Financial, Inc. (NYSE: SLF). Ryan Labs is also known as Ryan Labs Asset Management. The firm offers actively-managed investment grade fixed-income separate accounts to institutional investors. | Director of Research - Fxd Inc | - |
Training of Annette Serrao
Pace University | Masters Business Admin |
University of Mumbai | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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TATA CONSULTANCY SERVICES LTD. | Technology Services |
Private companies | 2 |
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Ryan Labs Asset Management, Inc.
Ryan Labs Asset Management, Inc. Investment ManagersFinance Founded in 1988 by F. Harlan Batrus, Ryan Labs Asset Management, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Sun Life Financial, Inc. (NYSE: SLF). Ryan Labs is also known as Ryan Labs Asset Management. The firm offers actively-managed investment grade fixed-income separate accounts to institutional investors. | Finance |
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Finance |
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