Riley Phillipson

Associate at Reddick Wellington Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Bio

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Credentials

  • Chartered Financial Analyst (CFA) - Passed Level 1
    CFA Institute
    Apr, 2021
    - Nov, 2024
  • Charter Business Valuator (CBV) - Passed Level 1
    Chartered Business Valuators Institute (CBV Institute)
    Nov, 2019
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP

Experience

  • Reddick Wellington Investments
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Dec 2022 - Present

    • Analyst
      • Jan 2022 - Dec 2022

  • Portland Holdings Inc
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Investment Analyst
      • Feb 2020 - Jan 2022

      - Diversified coverage of North American large cap equities (Mandates: Canadian Core, Canadian Income, US Core) - Diversified coverage of North American large cap equities (Mandates: Canadian Core, Canadian Income, US Core)

  • Ben Graham Centre for Value Investing - Ivey Business School at Western University
    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Fund Fellow
      • May 2019 - Sep 2020

  • DRW
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Analyst
      • May 2019 - Aug 2019

      Event-Driven Equities Event-Driven Equities

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Summer Analyst
      • May 2018 - Aug 2018

      Fixed Income, Currencies & Commodities Fixed Income, Currencies & Commodities

Education

  • Ivey Business School at Western University
    Bachelor's Degree, Honors Business Administration
    2017 - 2019
  • Western University
    Specializaton in Accounting
    2015 - 2017

Community

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