Parnassus Investments, a pioneer in responsible investing, announced today that Josean Fernandez, CAIA, has joined the firm as Managing Director, Head of Intermediary Distribution. In this role, Fernandez will lead the firm’s distribution strategy for financial advisors and dealer home office relationships. He will also manage and grow the firm’s Retail Intermediary Sales team and report to Joe Sinha, Chief Marketing Officer.
Fernandez brings over two decades of experience in the asset management industry, with a strong track record of deepening relationships with financial professionals and expanding intermediary platforms. He joins Parnassus from Ariel Investments, where he was Head of National Accounts, responsible for leading Ariel’s business across financial intermediaries and private wealth channels. Prior to that, he held senior distribution roles at BlackRock, OppenheimerFunds, and Neuberger Berman.
“We’re excited to welcome Josean to Parnassus,” said Joe Sinha. “His deep industry relationships, strategic mindset and proven ability to lead high-performing teams make him a tremendous asset. As we aim to develop and deepen relationships with financial advisors and intermediary partners, Josean will help bring greater visibility to the strengths of our high conviction investment approach. His leadership will enhance how we serve clients and thoughtfully grow our presence across key distribution channels.”
Fernandez earned his bachelor’s degree in finance from Bloomfield College and an MBA through a joint program between Columbia Business School and London Business School. He is a CAIA charter holder and holds Series 7, 24, 63 and 3 licenses.
For more information, please visit www.parnassus.com
About Parnassus Investments
Parnassus Investments is a research-driven investment boutique founded in 1984 on the belief that a well-managed responsible investment strategy could outperform traditional approaches. It offers a focused set of highly active equity investment strategies in a variety of convenient investment vehicles. Its investment team carefully selects a small number of companies for its portfolios, investing in high-quality businesses they believe have increasingly relevant products or services, durable competitive advantages, strong management teams and sustainable business practices. Headquartered in San Francisco, California, Parnassus has 83 employees and $45.6 billion in assets under management as of December 31, 2024.
For more information, please visit parnassus.com and follow us on LinkedIn.
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