Nadia Montes de Oca, CFA, serves as a Senior Portfolio Manager at Franklin Templeton Investments since September 2011, providing investment advisory and management for institutional clients while monitoring political and economic environments and their impacts on financial investments. From September 2011 to August 2014, Nadia worked as an Investment Analyst at Heyman y asociados. Earlier experience includes a role as a Trainee in the Business Insurance area at GBS Consulta Actuarial from August 2010 to December 2011, focusing on obtaining quotes, policy management, and client relations. Nadia holds a degree in Actuaría from Instituto Tecnológico Autónomo de México and is currently pursuing a CFA designation through the CFA Institute.
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