Bio
Credentials
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CFA Level 3 Candidate
CFA InstituteJul, 2023- Apr, 2026
Experience
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Beringer Capital
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Toronto, Ontario, Canada
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Private Equity Analyst
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Oct 2023 - Present
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Toronto, Ontario, Canada
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BMO Family Office
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Toronto, Ontario, Canada
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Research Analyst, Private Markets
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Nov 2022 - Oct 2023
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Toronto, Ontario, Canada
Responsible for research and due diligence on closed-end private equity, private credit, infrastructure, and real estate strategies for Canada’s leading private markets platform
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Associate, BMO Family Office
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Feb 2022 - Nov 2022
Servicing UHNW families with 30MM+ investable assets or 100MM+ Net Worth
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BMO Wealth Management - Canada
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Toronto, Ontario, Canada
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Wealth Management Associate
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Sep 2020 - Feb 2022
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Toronto, Ontario, Canada
First rotation: Portfolio Advisory TeamSecond rotation: Investorline StrategyThird rotation: UHNW & Family Office
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Junior Analyst
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Jan 2019 - Apr 2020
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BSIP Analyst - Global Cash Management
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May 2019 - Aug 2019
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BSIP Credit Risk Analyst
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May 2018 - Aug 2018
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Education
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2016 - 2020Schulich School of Business - York University
Bachelor of Business Administration (BBA), Finance and Economics -
2012 - 2016Havergal College
High School Diploma
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Venture Capital and Private Equity Principals”
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References
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