Amber Fairbanks, CFA

photoPort­fo­lio Man­ager, Senior Secu­ri­ties Analyst

Amber man­ages client port­fo­lios, includ­ing those on the Folio and Envest­net plat­forms. She also researches and ana­lyzes com­pany finan­cial infor­ma­tion and indus­try trends to rec­om­mend invest­ment deci­sions. Pre­vi­ously she worked as an ana­lyst for J.L. Kaplan Asso­ciates, a divi­sion of Ever­green Invest­ments, and for Delta Part­ners, L.L.C., a Boston based hedge fund. She received her MBA from Boston Col­lege and a BS in Envi­ron­men­tal Sci­ence cum laude from Uni­ver­sity of Mass­a­chu­setts. Amber is a mem­ber of the Char­tered Finan­cial Ana­lysts Insti­tute, and the Boston Secu­rity Ana­lysts Soci­ety (BSAS). When not chas­ing her two young chil­dren around, Amber rides her horse and raises chick­ens. She is also pas­sion­ate about ani­mal wel­fare issues.