CCO, Client Reporting Manager, Investment Analyst
Penny plays a variety of roles at Andina. Along with being the Chief Compliance Officer, she helps create and manage Andina’s liquid asset portfolios including identifying, evaluating and monitoring outsourced investment managers. She is a member of Andina’s Investment Committee which selects managers and evaluates real-time investment portfolio options and reallocations. Penny is also instrumental in maintaining Andina’s reporting software, making it an accurate and useful experience for clients. Prior to joining Andina in 2012, Penny worked in diverse roles in in management, operations and executive compensation consulting for firms including Asset Allocations Consultants Limited, Lang Export, and Equilease. She is a graduate of York University with BA and MBA degrees. Penny lives on her 50-acre farm with her family, surrounded by dogs, nature and horses.