Anita Clemons earns Accredited Portfolio Management Advisor certification

August 23, 2022 by Presbyterian Foundation

Anita Clemons recently earned certification as an Accredited Portfolio Management Advisor. Clemons serves as Senior Vice President of Investment Management for the Presbyterian Foundation.

APMA™ designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Each designee has hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Individuals must pass an end-of-course examination.

Clemons is also a Certified Financial Planner™, Accredited Investment Fiduciary®, Accredited Wealth Management Advisor℠, and Accredited Asset Management Specialist℠.

Clemons joined the Presbyterian Foundation in 2000. As Senior Vice President of Investment Management, she offers insight into the investment management of endowments, and a thoughtful, gracious link between the Foundation’s dedicated investors and its world class fund managers.

At the Presbyterian Foundation, she serves as Investment Staff to the Investment Consultants/Advisors, investment manager on accounts, relationship manager on large accounts, and provides ongoing monitoring and measurement for the Foundation’s assets. As a media reference on socially responsible investing, Clemons has appeared on CNBC, Bloomberg TV & Radio, www.thestreet.com, and has been quoted in publications such The Wall Street Journal, Financial Times and The Washington Post.

She previously served as Vice President of Investments at PNC Bank. She holds a Bachelor of Science and a Certificate in Medical Technology from the University of Louisville.

Clemons joined the Presbyterian Foundation in 2000.