First time founder building AI-native wealth management that scales
5 followers
Joined 28 Apr 2025
Experience
13 years, < 1 monthCo-Founder & CEO
Jan 2024 - Present (1 yr, 11 m)
Further Capital Partners Ltd.
Vice President and Head, Public Market Capital Form...
Jan 2022 - Oct 2024 (2 yr, 9 m) • toronto, ontario, canada
CI Global Asset Management
Director, Strategic Alliances, Institutional Asset ...
Aug 2018 - Jan 2022 (3 yr, 5 m)
Senior Manager, Strategic Alliances, Institutional ...
Apr 2018 - Jul 2018 (3 m) • toronto, canada area
Manager, Strategic Alliances, Institutional Asset M...
Nov 2015 - Mar 2018 (2 yr, 4 m) • toronto
Education
University of Toronto
Bachelor of Arts (BA), English and Political Science
2009 - 2013
Certification
Chartered Financial Analyst (CFA) Charterholder
CFA Institute
Sep 2018 - No Expiry
Volunteering
Big Brother
Big Brothers Big Sisters of Toronto
Sep 2019 - Present
Fundraiser
SickKids Foundation
Jan 2019 - Present