Sandra joined Craigs Investment Partners in 2010 and is a Chartered Financial Analyst (CFA) charter holder.
She advises on all aspects of portfolio management involving shares and fixed interest, for individuals, family trusts and charitable trusts, who need to manage their assets to achieve defined objectives of wealth maximisation and income generation. Sandra is authorised to provide investment advice to clients residing in the US.
She has an international background in financial markets, having started her career as a Fixed Income Dealer for Institutional clients in Colombia where she is originally from.
With qualifications in Engineering and Finance, Sandra is known for her integrity and practical advice which is backed by sound analysis.
She is a member of or accredited with the following organisations: CFA Institute, CFA Society of New Zealand.
Sandra is in an Adviser Partnership with Roger Coulter.
- Bachelor of Industrial Engineering/Diploma in Business Administration, Los Andes University, Bogota, Colombia (2002)
- Diploma in Stocks and Financial Securities Operation, Cesa University, Bogota, Colombia (2004)
- Graduate Certificate in Business, Auckland University of Technology (2008)
- Certificate of Authorisation AFA (2013)
- CFA Charterholder (2014)
- NZX Adviser