Sam Wiseman, B.Comm., M.A., CFA
38 years of comprehensive industry experience
CHIEF INVESTMENT OFFICER, WISE CAPITAL MANAGEMENT (November 2000 to Present) Has been a portfolio manager since 1990.
CFA: Practice Analysis Working Body Committee member
BOLTON TREMBLAY: started the All Cap Canadian strategy as Vice President, Equities (1998 to 1999)
OMERS: Responsible for $6.5 billion in several investment strategies and global asset allocation (1990 to 1997)
WILLIAM M. MERCER: Consulted to investment managers and pension funds on their major investment decisions. (1988 to 1989)
GOVERNMENT OF CANADA: As Economist, led Ontario forecasting and model building (1982 to 1987)
BANK OF CANADA: Fundamental and quantitative analyst and trader (1978 to 1981)
chavdar russev, bba, cfa
Global Equity Portfolio Manager
Thirteen years of industry experience, 12 years at Wise Capital Management.
Chavdar completed his business undergraduate degree at Simon Frazer University. He has also been teaching a course in finance at the University of Toronto.
vincent wang, BAFM
Vincent previously worked for a well-known Fund Management company. He has passed his CFA level III exam.
CFA student. email@example.com
OTHER TEAM MEMBERS
GOLDA BLAU, B.A.
Accounting, Database Manager, 22 years experience;
Consultants' databases, technology;
Custody and reporting by National Bank of Canada
Wise Capital is independently owned by its staff.