Anita Clemons recently earned certification as an Accredited Portfolio Management Advisor. Clemons serves as Senior Vice President of Investment Management for the Presbyterian Foundation.<\/p>\n
APMA\u2122 designees have completed a course of study encompassing client assessment and suitability, risk\/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Each designee has hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client\u2019s portfolio. Individuals must pass an end-of-course examination.<\/p>\n
Clemons is also a Certified Financial Planner\u2122, Accredited Investment Fiduciary\u00ae, Accredited Wealth Management Advisor\u2120, and Accredited Asset Management Specialist\u2120.<\/p>\n
Clemons joined the Presbyterian Foundation in 2000. As Senior Vice President of Investment Management, she offers insight into the investment management of endowments, and a thoughtful, gracious link between the Foundation\u2019s dedicated investors and its world class fund managers.<\/p>\n
At the Presbyterian Foundation, she serves as Investment Staff to the Investment Consultants\/Advisors, investment manager on accounts, relationship manager on large accounts, and provides ongoing monitoring and measurement for the Foundation\u2019s assets. As a media reference on socially responsible investing, Clemons has appeared on CNBC<\/a>, Bloomberg TV & Radio<\/a>, www.thestreet.com<\/a>, and has been quoted in publications such \uadf8\ub9ac\uace0<\/em> \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8 \uc800\ub110<\/em><\/a>, Financial Times<\/em><\/a> \uadf8\ub9ac\uace0 \uc6cc\uc2f1\ud134 \ud3ec\uc2a4\ud2b8<\/em><\/a>.<\/p>\n She previously served as Vice President of Investments at PNC Bank. She holds a Bachelor of Science and a Certificate in Medical Technology from the \ub8e8\uc774\ube4c \ub300\ud559\uad50<\/a>.<\/p>\n