#CAN-2026-0YFMRB
Portfolio Manager
14+ years
Skills
Portfolio Management
Equity Analysis
Fixed Income
Risk Management
Performance Attribution
Fundamental Analysis
Quantitative Analysis
CFA Charter
Institutional Management
Education
MBA in Finance, University of Colorado Leeds School of Business
BS in Finance, University of Denver
BS in Finance, University of Denver
Certifications
- CFA Charter
- FRM
- CAIA
Investment professional specializing in equity and fixed income portfolio management for institutional clients.
- Managed $1.5B+ in institutional portfolios
- Delivered consistent alpha generation across market cycles
- Developed proprietary investment models and strategies
- Led research team and investment decision-making process
- Maintained top-quartile performance rankings
