Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundI ensure clients achieve their goals by constructing diversified portfolios through detailed analysis. I believe a global perspective and diversification are crucial. I graduated from the U of C with a degree in finance and hold the CFA designation. I joined BMO in 2015 after three years of investment banking at FirstEnergy Capital. I also worked as an investment analyst for BP Capital in Dallas, working directly with T. Boone Pickens in the management of his investments.
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