Ian Marthinsen, CFA

Portfolio Strategist at Lysander Funds Limited
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Skills

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Bio

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Credentials

  • Certificate in ESG Investing
    CFA Institute
    Sep, 2021
    - Nov, 2024
  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Aug, 2016
    - Nov, 2024
  • Advising Representative
    Ontario Securities Commission
  • Canadian Investment Manager (CIM)
    Canadian Securities Institute (CSI)

Experience

  • Lysander Funds Limited
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Strategist
      • Jul 2018 - Present

    • Associate, Sales
      • Oct 2015 - Jun 2018

  • Gluskin Sheff + Associates Inc.
    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Analyst, Risk Management & Client Service
      • Sep 2013 - Aug 2015

    • Junior Analyst, Risk Management & Client Service
      • Dec 2011 - Aug 2013

  • Leon Frazer & Associates
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Marketing Associate
      • Sep 2010 - Nov 2011

  • BMO Nesbitt Burns
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Sales & Marketing Associate
      • Oct 2009 - Sep 2010

Education

  • University of Toronto - Rotman School of Management
    Master of Business Administration - MBA
    2017 - 2020
  • University of Guelph
    Bachelor of Commerce
  • Royal St. George's College

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