You're signed outSign in or to get full access.
Jennifer Roman
Associate Client Portfolio Manager at Brandes Investment Partners, LP
About
Jennifer Roman is the Associate Client Portfolio Manager at Brandes Investment Partners, based in San Diego, California. In her current role, she collaborates closely with institutional and private clients, supporting portfolio management efforts and providing insights on strategy implementation aligned with Brandes’ value-driven investment philosophy. Her responsibilities include client communication, portfolio analytics, and facilitating decisions at the client level in coordination with Brandes’ investment committees.
Roman’s career at Brandes Investment Partners spans over two decades, beginning as a Private Client Assistant Trader Team Leader and later serving as SMA Account Analyst before assuming her current position in 2019. Her expertise covers global equity portfolios, particularly in the implementation and management of separately managed accounts (SMAs), and she is experienced in operational aspects of client portfolio management. While her recent focus has been on delivering value investing solutions across global equity markets, specific sector coverage is not publicly detailed in available sources.
She earned a Bachelor of Arts in Economics from the University of California, Berkeley, providing her with a strong analytical and quantitative foundation. Throughout her tenure at Brandes, Roman has contributed to the firm’s growth in client service excellence and has supported the adoption of disciplined, research-driven investment approaches fundamental to Brandes’ Graham & Dodd value philosophy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brandes Investment Partners | Associate Client Portfolio Manager | Jul 2019 to Present | — |
| Brandes Investment Partners | SMA Account Analyst | Jun 2004 to Jun 2019 | — |
| Brandes Investment Partners | Private Client Assistant Trader Team Leader | Aug 2000 to May 2004 | — |
| Brandes Investment Partners | Settlements Specialist | Feb 1998 to Aug 2000 | — |
Education
University of California, Berkeley
Bachelor of Arts - BA, Economics
Others at Brandes Investment Partners, LP (44)
| Name | Role | Location |
|---|---|---|
| Equity Research Analyst | San Diego, CA , United States | |
| Trading Division Supervisor | San Diego, CA , United States | |
A Amy Minning | Senior Analyst | Arlington, VA , United States |
B Bouramey Ko | Associate Client Portfolio Manager, Institutional Client Portfolio Management | San Diego, CA , United States |
B Brad Chapman | Senior Analyst | San Diego, CA , United States |
B Brent Fredberg | Equity Analyst | San Diego, CA , United States |
B Brian Boyd | Equity Research Associate | San Diego County, CA , United States |
B Bryan Barrett | Senior Research Analyst and Invesment Committee Member | San Diego, CA , United States |
C Carlos Oliveira | Head of Trading Analytics and Market Structure | San Diego, CA , United States |
C Chris Duncan | Equity Research Analyst | San Diego, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Director, Relationship Management | Los Angeles Capital Management LLC | Dover, MA , United States | |
B Bruno Ochoa | Helpdesk Manager and Principal | Los Angeles Capital Management LLC | Los Angeles, CA , United States |
A Aaron Abrahms | Partner | Jasper Ridge Partners, L.P. | United States |
| Associate | Jasper Ridge Partners, L.P. | Menlo Park, CA , United States | |
| Investment Analyst | Makena Capital Management LLC | Killington, VT , United States | |
| Chief Investment Officer | Makena Capital Management LLC | Palo Alto, CA , United States |