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Research

Robert Fernandez, CFA

Director, Sustainable Research

Rob is director, sustainable research. He is also a member of the firm’s Proxy Committee. In his role, Rob leads Breckinridge’s ongoing sustainable investing and engagement efforts, and performs sustainable research analysis. Rob has been with the firm since 2010 and has over 26 years of research experience. Prior to Breckinridge, Rob was a senior research analyst at Opus Investment Management. Rob began his career in credit research at State Street Bank & Trust Co. as a participant in its commercial loan officer development program. He has also held commercial credit analyst positions at Cambridge Savings Bank and Eastern Bank. Rob is a member of the Board of Directors for the United Way of Massachusetts Bay and Merrimack Valley, a member of the Board of Overseers for Big Brothers Big Sisters of Massachusetts Bay, a member of the CFA Institute’s ESG Technical Committee and a Town Meeting Member for the Town of Needham, MA. He holds a B.S. from Boston College, an MBA from the Boston University School of Management and a Master of Liberal Arts in Sustainability from the Harvard University Extension School. He is a CFA® charterholder and is an FSA Credential holder.