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Название | Заголовок | Год | До |
---|---|---|---|
Robert Armstrong | - | 2025 | Сейчас |
Биография | Robert is responsible for leading and overseeing ATB Investment Management's diverse suite of multi-asset investment solutions. A seasoned investment professional with over 25 years of experience, Robert has a proven track record of success in building and managing multi-billion dollar investment portfolios. Client-focused and results-driven, Robert is passionate about developing customized investment strategies that meet the unique needs of each client. Robert's deep understanding of the global macro environment, combined with sophisticated risk modeling and a commitment to continuous learning, enables him to deliver exceptional investment outcomes. He holds a Master of Business Administration from Laurentian University and a Master of Science in International Securities, Investment and Banking from the University of Reading. He is a CFA Charterholder. | ||
Steven Xu | - | 2025 | Сейчас |
Биография | Steve is responsible for overseeing investment decisions and delivering strong outcomes for ATBIM's multi-asset investment strategies. He has a proven track record of success in the investment industry, with expertise in managing and scaling multi-billion dollar investment portfolios. Steve specializes in developing customized portfolio solutions tailored to the unique needs of each client. He combines in-depth investment analysis with rigorous risk modeling to achieve superior client outcomes. Steve holds an Honors Bachelor of Administration (HBA) from the Richard Ivey School of Business at Western University. He is a CFA and CAIA Charterholder and has earned additional credentials, including the Financial Risk Manager (FRM), Professional Risk Manager (PRM), and Certificate in Investment Performance Measurement (CIPM) designations." | ||
Joseph Wong | - | 2022 | 2025 |
Биография | Joseph Wong, CFA Joe serves as the lead portfolio manager for the Compass Portfolios. Joe is an experienced investment professional with over 20 years working in asset allocation, multi-asset portfolio management, risk modelling and investment analysis. His expertise is centred around a deep understanding of the underlying analytics that can drive the risk and return characteristics of bonds and equities. Joe is a CFA charterholder and completed his education in Australia. | ||
Scott Lacombe | - | 2022 | 2024 |
Биография | Scott serves as the supporting portfolio manager for the Compass Portfolios. Scott is an experienced investment professional with over 10 years of experience focused on asset allocation and multi-asset portfolio management. He holds a bachelor of commerce from the University of Alberta, and is a CFA charterholder. | ||
Elizabeth Lunney | Portfolio Manager | 2020 | 2022 |
Биография | Liz leads portfolio management for ATB Investment Management Inc. including the oversight of the Compass Portfolios, ATBIS Pools as well as Private Investment Counsel. Her portfolio management career began in 1987 as a Portfolio Manager at Alberta Teachers Retirement Fund, and later took on the role of President at Fiduciary Trust, a subsidiary of Franklin Templeton. Liz joined ATB Wealth in 2019. Liz is a CFA charterholder and a University of Alberta graduate with a Bachelor of Commerce degree. | ||
Gene Hochachka | CIO (Chief Investment Officer) | 2004 | 2020 |
Биография | Gene Hochachka is Chief Investment Officer of ATB Investor Services and for ATB Investment Management’s Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA) and MSc graduate of the University of British Columbia, Gene joined ATB Investor Services in 2004 as a Portfolio Strategist. Prior to this time, Gene spent eight years as a quantitative financial analyst with Phillips, Hager & North Investment Management. | ||
Sheldon Dyck | Other Executives | 2011 | 2014 |
Биография | Sheldon Dyck is the CEO of ATB Investor Services and Chief Investment Officer for ATB Investment Management's award winning Compass Portfolio Series of mutual funds. A Chartered Financial Analyst (CFA), Harvard Business School alumnus, and member of Mensa Canada, Sheldon founded the wealth management arm of ATB Financial in 2002. Since then, ATB Investor Services has grown to manage more than $10 billion in assets in over 240 communities. |
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