Annie Tran

Ms. Anh Hoai Tran, CFA MBA, is a Portfolio Manager at Charles Fish Investments, Inc. She joined the firm in August 2014 as a Portfolio Analyst.
Previously, she was part of the Orange County Treasurer’s investment team that was responsible for $7 billion of fixed income assets.
Her duties included researching and analyzing macro-economic and financial data; evaluating fixed income investment structures and credit quality; and monitoring activities and results.
After her time with the County, she joined the commercial lending division at US Bank as a Portfolio Analyst, while also working as a Research Associate at the Fixed Income Academy.
She graduated with highest honors from California State University, Fullerton with an MBA in Finance and a Bachelor’s of Art in Business Economics.
In 2015, she obtained the designation of Charter Financial Analyst (CFA).