Ivana Gavran serves as our Individual Education/Investment Service Manager. Ivana joined Pension Advisors after seven years at Fidelity Investments where she held several roles. Ivana obtained her licenses soon after joining Fidelity where she started as a Securities Trader in a fast-paced phone site environment. She quickly excelled and was relocated to Cleveland to work as a Private Client Specialist in their High Net Worth group. As a Relationship Manager, Ivana was responsible for over 2,000 individual client relationships and approximately 2.2 billion dollars under management.
Ivana has studied International Relations and German at the University of Utah and is fluent in three Languages: Croatian, German and English.
Ivana has the Series 7, 63, 66, Life & Health licenses.
In her free time Ivana enjoys spending time with family and friends; outdoor activities such as skiing, volleyball, running and cycling. Originally from Croatia, she is an avid soccer and basketball fan (Croatian National Team and Cleveland Cavaliers.)
Latest Updates & Information
Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.Read full story here
Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.Watch video here
Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.Read full story here