Slava Sherbatov, CFA, CAIA

Institutional Portfolio Manager at PH&N Institutional
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English Full professional proficiency
  • Russian Native or bilingual proficiency
Skills

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Credentials

  • ARGUS - Real Property Valuation
    ARGUS Software Solutions
    Jun, 2011
    - Nov, 2024
  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
  • Chartered Financial Analyst (CFA)
    CFA Institute
  • Chartered Investment Manager
    Canadian Securities Institute (CSI)

Experience

  • PH&N Institutional
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Institutional Portfolio Manager
      • Jan 2013 - Present

  • RBC Global Asset Management
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Investment Products Advisory Group
      • Jun 2012 - Dec 2012

  • RBC Wealth Management
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Strategy Group, RBC Direct Investing
      • Jan 2012 - May 2012

  • Invesco US
    • United States
    • Investment Management
    • 700 & Above Employee
    • Manager, Regional Associates
      • Jan 2009 - May 2011

      Managed a team of 7 sales professionals responsible for $3.4BN in assets under management

    • Regional Associate, Brokerage Channel, Ontario
      • Jan 2008 - Dec 2008

      Co-led business development efforts in a new $500MM territory with focus on Downtown Toronto brokerage channel

  • ONE Financial
    • Toronto, Canada Area
    • Associate Vice-President, Sales
      • 2006 - 2008

      Led business development efforts in Southwestern Ontario focusing on various structured products, including commodity-linked notes Led business development efforts in Southwestern Ontario focusing on various structured products, including commodity-linked notes

  • Futura Rewards
    • Advertising Services
    • 1 - 100 Employee
    • Business Development Manager
      • 2004 - 2006

Education

  • Schulich School of Business - York University
    MBA, Finance
    2008 - 2011
  • York University
    BAS, Administrative Studies
    1998 - 2004

Community

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