Erik Epner Cfa
•Expert knowledge in investment manager research and portfolio construction •Chartered Financial Analyst (CFA) •Chartered Investment Manager (CIM) •Expert knowledge in... | Toronto, Ontario, Canada
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Erik Epner Cfa’s Emails er****@bm****.com
Erik Epner Cfa’s Phone Numbers No phone number available.
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Erik Epner Cfa’s Location Toronto, Ontario, Canada
Erik Epner Cfa’s Expertise •Expert knowledge in investment manager research and portfolio construction •Chartered Financial Analyst (CFA) •Chartered Investment Manager (CIM) •Expert knowledge in all major asset class mandates - Responsible for investment manager research on over 25 investment managers and 60 different investment strategies •Experience with Bloomberg, back testing strategies, memo writing, editing of commentaries, and compliance/investment policy statement responsibilities •On the ground experience in investment manager due diligence including trips to London, Edinburgh, Dublin, New York, Boston, and Chicago. •Experience in portfolio construction, investment manager pairing and investment proposals •Honours Bachelor Business Administration, Wilfrid Laurier University
Erik Epner Cfa’s Current Industry Bmo Private Wealth
Erik
Epner Cfa’s Prior Industry
Hepcoe Credit Union
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Cibc
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Cibc Asset Management
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Bmo Nesbitt Burns
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Bmo Private Wealth
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Work Experience
Bmo Private Wealth
Associate Director, Investment Manager Research
Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bmo Nesbitt Burns
Portfolio Analyst
Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc Asset Management
Financial Analyst
Thu Mar 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc
Financial Service Associate
Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc
Customer Service Representative
Mon Sep 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)
Hepcoe Credit Union
Financial Services Officer
Tue Apr 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Erik Epner Cfa Email Addresses
FAQ About Erik Epner Cfa
-
Erik Epner Cfa is located at
Toronto, Ontario, Canada -
Erik Epner Cfa is a
•Expert knowledge in investment manager research and portfolio construction •Chartered Financial Analyst (CFA) •Chartered Investment Manager (CIM) •Expert knowledge in all major asset class mandates - Responsible for investment manager research on over 25 investment managers and 60 different investment strategies •Experience with Bloomberg, back testing strategies, memo writing, editing of commentaries, and compliance/investment policy statement responsibilities •On the ground experience in investment manager due diligence including trips to London, Edinburgh, Dublin, New York, Boston, and Chicago. •Experience in portfolio construction, investment manager pairing and investment proposals •Honours Bachelor Business Administration, Wilfrid Laurier University Bmo Private Wealth -
Erik Epner Cfa currently works in the
Bmo Private Wealth -
Erik Epner Cfa specializes in
•Expert knowledge in investment manager research and portfolio construction •Chartered Financial Analyst (CFA) •Chartered Investment Manager (CIM) •Expert knowledge in all major asset class mandates - Responsible for investment manager research on over 25 investment managers and 60 different investment strategies •Experience with Bloomberg, back testing strategies, memo writing, editing of commentaries, and compliance/investment policy statement responsibilities •On the ground experience in investment manager due diligence including trips to London, Edinburgh, Dublin, New York, Boston, and Chicago. •Experience in portfolio construction, investment manager pairing and investment proposals •Honours Bachelor Business Administration, Wilfrid Laurier University -
Erik Epner Cfa speaks the following languages:
No languages available. -
Erik Epner Cfa has prior experience in the following industries:
Bmo Nesbitt Burns , Cibc Asset Management , Cibc , Cibc , Hepcoe Credit Union -
Erik Epner Cfa has the following professional experience:
Bmo Private Wealth , Bmo Nesbitt Burns , Cibc Asset Management , Cibc , Cibc , Hepcoe Credit Union . -
You can view Erik Epner Cfa’s
LinkedIn profile at LinkedIn URL. -
Erik Epner Cfa’s work email addresses are
[email protected] . -
Erik Epner Cfa works at
Bmo Private Wealth
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