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Asset Management Executive Director
Asset Management Executive Director
New mentor!
Member since 2026
  • Toronto
About the mentor

I’m a CFA charterholder with 15+ years working inside hedge funds, asset managers, and global financial institutions. My career has included roles in portfolio management, equity and credit research, derivatives strategy, and institutional investment research leadership. 

I began my career in hedge funds working across credit, equities, and event-driven strategies, eventually becoming a Portfolio Manager on a long/short equity strategy. I’ve also worked in institutional equity sales and trading and served as a portfolio manager for concentrated North American equity portfolios. 

More recently I’ve led investment research teams and worked directly with major asset managers and institutional investors on factor investing, portfolio construction, and investment strategy. 

Through mentoring and coaching, I’ve helped analysts and aspiring portfolio managers understand:

  • How professional investors generate and evaluate investment ideas
  • How to balance qualitative and quantitative investment approaches
  • How to best articulate investment ideas
  • How to distinguish attractive fundamentals from an attractiveness stock
  • How portfolio managers think about risk, position sizing, and portfolio construction
  • The difference between textbook finance and how the industry really works
Expertise
  • Hedge Fund
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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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