Sign in

You're signed outSign in or to get full access.

JR

Jennifer Roman

Associate Client Portfolio Manager at Brandes Investment Partners, LP

San Diego, CA , United States

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

OrganizationRoleDate RangeDetails
Brandes Investment PartnersAssociate Client Portfolio ManagerJul 2019 to Present
Brandes Investment PartnersSMA Account AnalystJun 2004 to Jun 2019
Brandes Investment PartnersPrivate Client Assistant Trader Team LeaderAug 2000 to May 2004
Brandes Investment PartnersSettlements SpecialistFeb 1998 to Aug 2000

Education

University of California, Berkeley

Bachelor of Arts - BA, Economics

Others at Brandes Investment Partners, LP (44)

NameRoleLocation
Alex Yee
Alex Yee
Equity Research AnalystSan Diego, CA , United States
Amil Wood
Amil Wood
Trading Division SupervisorSan Diego, CA , United States
A
Amy Minning
Senior AnalystArlington, VA , United States
B
Bouramey Ko
Associate Client Portfolio Manager, Institutional Client Portfolio ManagementSan Diego, CA , United States
B
Brad Chapman
Senior AnalystSan Diego, CA , United States
B
Brent Fredberg
Equity AnalystSan Diego, CA , United States
B
Brian Boyd
Equity Research AssociateSan Diego County, CA , United States
B
Bryan Barrett
Senior Research Analyst and Invesment Committee MemberSan Diego, CA , United States
C
Carlos Oliveira
Head of Trading Analytics and Market StructureSan Diego, CA , United States
C
Chris Duncan
Equity Research AnalystSan Diego, CA , United States
Showing 1-10 of 44 team members

Similar Fund Managers

NameRoleFundLocation
Brian Henze
Brian Henze
Managing Director, Relationship ManagementLos Angeles Capital Management LLCDover, MA , United States
B
Bruno Ochoa
Helpdesk Manager and PrincipalLos Angeles Capital Management LLCLos Angeles, CA , United States
A
Aaron Abrahms
PartnerJasper Ridge Partners, L.P.United States
Allison Kinne
Allison Kinne
AssociateJasper Ridge Partners, L.P.Menlo Park, CA , United States
Hannah Soar
Hannah Soar
Investment AnalystMakena Capital Management LLCKillington, VT , United States
Jackson Garton
Jackson Garton
Chief Investment OfficerMakena Capital Management LLCPalo Alto, CA , United States