Annette Serrao, CFA






Annette Serrao, CFA is a Director and Portfolio Strategist for Ryan Labs. Annette joined the firm in 2010 as a Marketing Analyst. Annette’s primary responsibilities include conducting asset/liability analyses and providing asset portfolio details to clients and consultants. She conducts performance attribution analyses of fixed income portfolios. She also assists in Global Investment Performance Standards (GIPS) compliance and management of firm’s composite processes and analytics.

Annette 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.

Annette holds a bachelors degree in computer engineering from Mumbai University and an M.B.A. in finance from the Lubin School of Business at Pace University. She also holds a Six Sigma (Green Belt) certification. She is a CFA charterholder.



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