Analyst, Client Wealth Management
As part of the Client Wealth Management team, Aidan provides advice, research and analytical support to the portfolio managers on asset mix structuring and ensuring client investment portfolios are aligned with client objectives. He also focuses on client relationship management, portfolio & risk management, and business development for private and institutional clients.
Prior to joining Gluskin Sheff in 2020, Aidan was a Business Development Manager at Fidelity Investments and held various positions at the Bank of Montreal.
DESIGNATIONS & SPECIALTIES
- Chartered Financial Analyst (CFA)
- Registered Portfolio Manager
EDUCATION & VOLUNTEERING
- Member, The Distressed Centres of Toronto
- Bachelor of Management and Organizational Studies, Western University
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