Annette Serrao

Ms. Annette Serrao, CFA MBA, is a Managing Director & Portfolio Manager at Sun Life Capital Management (US) LLC.
She joined SLC Management in July 2010 and is a Portfolio Manager focusing on Long Credit and LDI strategies.
She is primarily responsible for the portfolio construction process, credit analysis and trading within these strategies.
Prior to 2020, She was a Credit Analyst supporting the portfolio management team.
She also served as Portfolio Strategist, where her primary responsibilities included conducting asset liability analysis and providing asset portfolio details to clients and consultants.
She previously served as an Associate for two years at Tata Consultancy Services, India, Banking, Financial Services and Insurance sector (BFSI), leading data warehousing projects related to credit cards, mortgages, personal loans and auto loans across different geographies.
She earned her M.B.A.
in Finance from Pace University’s Lubin School of Business and a Bachelor of Engineering in Computer Engineering from Mumbai University, India.
She is a CFA Charterholder and a member of the New York CFA society.