Elvis Picardo, CFA®, CIM

President at CFA Society Vancouver
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Credentials

  • Canadian Investment Manager
    Canadian Securities Institute
  • Chartered Financial Analyst
    CFA Institute

Experience

  • CFA Society Vancouver
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • President
      • Jul 2022 - Present

    • Director
      • Jul 2015 - Present

    • Vice President
      • Jul 2021 - Jul 2022

    • Secretary
      • Jul 2019 - Jul 2021

  • Luft Financial | iA Private Wealth
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Partner, Luft Financial; Portfolio Manager, iA Private Wealth
      • Feb 2022 - Present

      - Partner and co-lead portfolio manager at Luft Financial (Winner of 2019 Wealth Professional Award for Multi-Service Advisory Team of the Year), which has over $500M in AUM. - Investment Committee member of Platinum Growth Fund ($120M) and Steadfast Income Fund ($240M).

    • Portfolio Manager
      • Oct 2016 - Present

  • Global Securities Corporation
    • Vancouver
    • Vice President - Research, Portfolio Manager, Analyst & Strategist
      • Oct 2008 - Sep 2016

  • EPiX Consulting Co.
    • Consultant
      • Jun 2008 - Sep 2008

  • Northern Securities
    • Capital Markets
    • 1 - 100 Employee
    • Investment Strategist & Analyst
      • Mar 2007 - May 2008

  • Global Securities Corp.
    • Chief Market Strategist / Analyst
      • 1999 - 2007

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