Ruo Tan, CFA
President at Segal Rogerscasey Canada- Claim this Profile
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Bio
Nino Boezio
Ruo was a very strong leader with the ability to cut through complex issues and provide effective solutions. His management style was very efficient in making use of everyone's time & areas of expertise in the most direct and productive manner. He has a very deep knowledge of the investment industry and has been very effective in establishing business relationships for the organization.
Nino Boezio
Ruo was a very strong leader with the ability to cut through complex issues and provide effective solutions. His management style was very efficient in making use of everyone's time & areas of expertise in the most direct and productive manner. He has a very deep knowledge of the investment industry and has been very effective in establishing business relationships for the organization.
Nino Boezio
Ruo was a very strong leader with the ability to cut through complex issues and provide effective solutions. His management style was very efficient in making use of everyone's time & areas of expertise in the most direct and productive manner. He has a very deep knowledge of the investment industry and has been very effective in establishing business relationships for the organization.
Nino Boezio
Ruo was a very strong leader with the ability to cut through complex issues and provide effective solutions. His management style was very efficient in making use of everyone's time & areas of expertise in the most direct and productive manner. He has a very deep knowledge of the investment industry and has been very effective in establishing business relationships for the organization.
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteAug, 2001- Nov, 2024
Experience
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Segal Rogerscasey
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United States
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Financial Services
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1 - 100 Employee
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President
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Nov 2010 - Present
Segal Rogerscasey is a diverse, global investment solutions firm. The firm offers a full range of solutions to investors and has a strong client focus with over $400B in assets under advisement. It can act as a client consultant or a client CIO to meet a client's investment needs. Responsible for the Canadian subsidiary of Segal Rogerscasey, which provides investment solutions to institutional investors and wealth management organizations through our business of institutional consultant, outsourced CIO and overlay portfolio manager. Registered as a Portfolio Manager with Canadian Security Commissions and acted as the Chief Compliance Officer of Segal Rogerscasey Canada. Frequent public speaker/panelist at investment industry conferences. Show less
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VP, Manager Research and Portfolio Strategy
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Nov 2008 - Jan 2010
Led the effort of oversight, overhaul and redesign of TD Managed Asset Platforms and other fund of funds programs in Canada and USA, with full implementation of innovative marketing strategies. Registered as a portfolio manager with Canadian Security Commissions, an officer of TDAM and a representative with FINRA of United States (Series 7). Acted as an inspirational leader on the business change for TD Wealth Management, with active participation of various corporate initiatives including executive mentorship and diversity promotion. Show less
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CIBC
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Canada
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Banking
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700 & Above Employee
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Managing Director, Investment Services, CIBC Wealth Management
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Sep 1999 - Oct 2008
Led an investment management business unit, which covered investment research and analysis, risk management, portfolio management oversight, investment product design, and development of investment products for CIBC’s various distribution channels: CIBC Retail funds, CIBC Wood Gundy, CIBC Private, CIBC Oppenheimer (New York), CIBC Asia and CIBC Caribbean. Registered as a Portfolio Manager with Canadian Security Commissions, a Commodity Trading Manager with OSC, an officer of CIBC Asset Management, and acted as the Chief Compliance Officer of CIBC Asset Management Inc. Show less
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Manager
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1995 - 1998
Relationship management and services for highly complex institutional clients and responsible for managing analyst team to support the consulting operation. Relationship management and services for highly complex institutional clients and responsible for managing analyst team to support the consulting operation.
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Education
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University of Waterloo
Ph.D -
McMaster University
MBA
Community
