Topline | Jeff Guise

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Jeff Guise

President & Chief Investment Officer at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Intro Book

Seasoned investment expert with 23 years of experience in investment strategies and portfolio management.

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Location

Vancouver, British Columbia, Canada, CA

Skills

Investment Strategies
Alternative Investments
Tactical Asset Allocation
Portfolio Management
Investment Policy
Investment Policy Statements
Investment Policy Development
Private Equity
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jeff Guise has 23 years of experience in investment strategies and portfolio management, which is extremely valuable. He’s also a CFA charterholder, which is a prestigious designation. Location is Vancouver, BC, which is a major financial hub. Investment experts with his level of experience and credentials typically charge higher rates. Maybe around $250–$400 per hour? But considering his CFA and extensive experience, maybe higher. Some top investment experts can charge $600+. Let’s check averages. Investment experts with his background might average $300–$500. So I’ll estimate around $250, but it’s likely he could charge more.

Bio

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Topline AI

Jeff Guise is a seasoned investment expert with 23 years of experience in investment strategies, alternative investments, and portfolio management. He serves as President & Chief Investment Officer at Connor, Clark & Lunn Private Capital Ltd. (CC&L), overseeing investment strategy and product development for private clients. He holds a Bachelor's degree from the University of British Columbia and the Chartered Financial Analyst (CFA) designation.

Credentials

CFA

CFA Institute

May, 2001
- Apr, 2026

Experience

Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Canada

Investment Management

100 - 200 Employee
- President & Chief Investment Officer
  
  Dec 2021 - Present
- Managing Director, Chief Investment Officer
  
  Sep 2000 - Present
  
  I'm Managing Director and Chief Investment Officer of Connor, Clark & Lunn Private Capital Ltd. As Chair of the Portfolio Strategy Team, I'm responsible for investment strategy within the Private Client Group and oversees both strategic and tactical changes in asset allocation. I'm also responsible for product development for private clients. I received my BA from the University of British Columbia in 1995 and hold the Chartered Financial Analyst designation.I have served on the Board of Directors of several charitable organizations.
Connor, Clark & Lunn Financial Group
- Investment Research
  - Sep 1995 - Sep 2000

Education

CFA Institute
1991 - 1995

The University of British Columbia
Bachelor's Degree, Psychology

1991 - 1995

Suggested Services

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Industry Focus. “Investment Management”

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Jeff Guise

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100 Credits For FREE

$250.0

Hourly Rate