ASSOCIATE DIRECTOR, PORTFOLIO ANALYTICS & REPORTING

Ana C. Rabines, CFA, CIPM


Ana serves as an Associate Director within the Portfolio Advisory Group, serving as a team leader for performance analytics and reporting utilizing the TwinFocus total balance sheet approach. Her responsibilities include supervision of all facets of client analytics and reporting, including development and implementation, database management, portfolio contribution/attribution and risk/return analytics.

ASSOCIATE DIRECTOR, PORTFOLIO ANALYTICS & REPORTING

Ana C. Rabines, CFA, CIPM


Ana serves as an Associate Director within the Portfolio Advisory Group, serving as a team leader for performance analytics and reporting utilizing the TwinFocus total balance sheet approach. Her responsibilities include supervision of all facets of client analytics and reporting, including development and implementation, database management, portfolio contribution/attribution and risk/return analytics.

HISTORY


Ana’s career has spanned wealth management, asset management and investment consulting.  She began her career in financial services at Mercer as an investment analyst responsible for the ongoing monitoring and performance evaluation of long-term multi-asset class investment programs.  Most recently, Ana has worked in investment operations ensuring compliance with Global Investment Performance Standards (GIPS®).  Prior to joining TwinFocus, Ana was employed as a GIPS® compliance and performance analysis consultant at CIBC Private Wealth Management.

EDUCATION


Ana holds the CFA® (Chartered Financial Analyst) and CIPM® (Certificate in Investment Performance Measurement) designations.  She is a member of the CFA® Institute and of the CFA® Society Boston.  Ana has a Master’s degree in Finance from the Carroll School of Management at Boston College and a Bachelor’s degree in Business Administration from the Sawyer Business School at Suffolk University.  Recently, Ana completed the Certificate in Financial Services Compliance offered by the Graduate Program in Banking & Financial Law at Boston University’s School of Law.

OUTSIDE THE OFFICE


Ana loves traveling with her family and also spending time with them at home watching movies.  Her favorite outdoor activities are cross country skiing, rowing, and swimming.  Ana was born in Peru and relishes preparing savory Peruvian dishes at home.  She also enjoys volunteering with her sons for Habitat for Humanity®.