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Ivana Bertuzzelli
SVP Client and Marketing Services at Intech Investment Management LLC
Investment professional with 34 years of experience in portfolio management and performance measurement.
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Location
Jupiter, Florida, United States, US
Languages
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English Native or bilingual proficiency
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Italian Native or bilingual proficiency
Skills
- Portfolio Management
- Investment Management
- Performance Measurement
- Bloomberg
- Quantitative Analytics
- Show all
Bio
Generated by
Topline AI
Ivana Bertuzzelli is a seasoned investment professional with 34 years of experience in portfolio management, investment management, and performance measurement. She holds a Bachelor of Science in Business Administration - Finance from Seton Hall University and certifications from the CFA Institute, including the CIPM. Ivana currently oversees client and marketing services at Intech Investment Management LLC in Jupiter, Florida.
Credentials
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CE Program 5-year Milestone Badge
CFA InstituteSep, 2013- Apr, 2026 -
Certificate in Investment Performance Measurement (CIPM)
CFA Institute
Experience
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Intech Investment Management LLC
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West Palm Beach, Florida Area
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SVP Client and Marketing Services
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Nov 1989 - Present
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West Palm Beach, Florida Area
Overseeing Client and Marketing Services. Responsible for activities related to gathering, analyzing, reporting and maintaining investment performance and attribution information for INTECH accounts and composites.
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Education
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1986 - 1990Seton Hall University
Bachelor of Science (B.S.), Business Administration - Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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