Ron J. Fernandes
Profile
Mr. Ron J.
Fernandes is a Chairman & Chief Executive Officer at Momentum Investment Partners LLC.
Prior to joining momentum Investment Partners, Mr. Fernandes was employed as Chairman & Chief Executive Officer by Avatar Associates, Chief Executive Officer by Direxion Funds, Chief Executive Officer by Rafferty Asset Management LLC, a Principal by Sun Life Financial, Inc., and a Principal by Wachovia Capital Partners, Inc.
Mr. Fernandes received his undergraduate degree from the University of Massachusetts and a graduate degree from Bristol Community College.
Former positions of Ron J. Fernandes
| Companies | Position | End |
|---|---|---|
Avatar Associates
 Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Chairman | 26/12/2012 |
Rafferty Asset Management LLC
 Rafferty Asset Management LLC Investment ManagersFinance Rafferty Asset Management LLC (RAM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1997, the firm provides investment advisory services to registered investment companies and subsidiaries of registered investment companies. RAM also serves as the investment advisor and provides advisory services to the Direxion Funds (formerly the Potomac Funds), the Direxion Insurance Trust (formerly the Potomac Insurance Trust) and the Direxion Shares ETF Trust. | President | 01/04/2008 |
Momentum Investment Partners LLC
 Momentum Investment Partners LLC Investment ManagersFinance Founded in 2011, Momentum Investment Partners LLC is a registered investment advisor located in New York City. | Chief Executive Officer | - |
Wachovia Capital Partners, Inc.
 Wachovia Capital Partners, Inc. Investment ManagersFinance Founded in 1988, Wachovia Capital Partners, Inc. is a private equity firm located in Charlotte, North Carolina. The firm is a subsidiary of Pamlico Capital Management LP | Corporate Officer/Principal | - |
| SUN LIFE FINANCIAL INC. | Corporate Officer/Principal | - |
Training of Ron J. Fernandes
| University of Massachusetts | Undergraduate Degree |
| Bristol Community College | Graduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| SUN LIFE FINANCIAL INC. | Finance |
| Private companies | 5 |
|---|---|
| Direxion Funds | |
Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Wachovia Capital Partners, Inc.
Wachovia Capital Partners, Inc. Investment ManagersFinance Founded in 1988, Wachovia Capital Partners, Inc. is a private equity firm located in Charlotte, North Carolina. The firm is a subsidiary of Pamlico Capital Management LP | Finance |
Rafferty Asset Management LLC
Rafferty Asset Management LLC Investment ManagersFinance Rafferty Asset Management LLC (RAM) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in New York City. Founded in 1997, the firm provides investment advisory services to registered investment companies and subsidiaries of registered investment companies. RAM also serves as the investment advisor and provides advisory services to the Direxion Funds (formerly the Potomac Funds), the Direxion Insurance Trust (formerly the Potomac Insurance Trust) and the Direxion Shares ETF Trust. | Finance |
Momentum Investment Partners LLC
Momentum Investment Partners LLC Investment ManagersFinance Founded in 2011, Momentum Investment Partners LLC is a registered investment advisor located in New York City. | Finance |
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