Carol Fensom Cfa
About Carol Fensom Cfa
Carol Fensom is a Senior Portfolio Manager at MD Financial, where she has worked since 2009. She specializes in customized discretionary investment management solutions for physicians and their families.
Work at MD Financial Management
Carol Fensom has served as a Senior Portfolio Manager at MD Financial since 2009. In this role, she focuses on providing customized discretionary investment management solutions tailored specifically for physicians and their families. Her work is conducted through MD Private Investment Counsel, a division of MD Financial, where she aligns investment strategies with clients' overall financial plans. With over 15 years of experience in this position, she has developed a deep understanding of the financial needs of the medical community.
Education and Expertise
Carol Fensom studied at the CFA Institute, where she focused on Investment Management and Research, earning the CFA Charterholder designation. She also holds a Bachelor of Arts degree in Economics from Carleton University. Her educational background provides her with a strong foundation in financial analysis and investment strategies, which she applies in her role as a Senior Portfolio Manager.
Background
Carol Fensom has over a decade of experience in managing investment portfolios, particularly for the medical community. Her extensive background in finance and investment management enables her to understand the unique financial challenges faced by physicians and their families. This experience has shaped her approach to developing tailored investment solutions that meet the specific needs of her clients.
Achievements
Throughout her career, Carol Fensom has specialized in providing customized investment management solutions. Her role at MD Financial has allowed her to work closely with clients in the medical field, ensuring that their investment strategies are aligned with their overall financial goals. Her expertise in discretionary investment management has contributed to the financial well-being of many physicians and their families.