Joseph Abramson, Cfa, Mba Email & Phone Number

Oakville, Ontario, CA

• Due diligence and select alternative investment funds for our clients.

Montreal, Quebec, CA

• Built highly sophisticated, tax-efficient cross-border wealth management platform including real estate, PE/VC and alternative investment funds for $300M+ Montreal family office.
• Evaluated and recommended complex, unique and highly attractive private investment opportunities and alternative funds for several of Montreal’s most prominent ultra-high net worth individuals and families.
• Led financial analysis and coordinated accounting and financial due diligence and deal execution teams.

Techstars AI

Montreal, Quebec, CA

• World's leading macro strategy firm.
• Responsibilities included: creating proprietary models and indicators, producing regular weekly publications and in-depth special reports, as well as delivering actionable recommendations on all asset classes in all.
• Co-launched GAA, which provides in-depth, high touch, interactive service to select top global clients. GAA was BCA’s biggest revenue contributor during my tenure.
• Co-managed a team of four both in my USIS Chief Strategist and GAA Managing Editor roles.
• Built risk-adjusted investment framework for top 10 UK wealth manager, including a quarterly in-depth review of 15+ assets in terms of long-term and short-term outlook for returns, volatility and correlation.
• Provided in-depth annual on-site outlook of 10+ assets and all major regions for top 50 Swiss pension plan including 3-4 hour debate with their pension consultant.

• First Associates Investments (now part of CI Financial) was a rapidly expanding independent brokerage specializing in emerging growth companies. Responsibilities included: building detailed models, writing in-depth.
• Earnings estimates consistently on the correct side of consensus.
• Launched coverage on four companies, achieving the second-highest trading market share on two of the four.

• Senvest International is an absolute return, long-short hedge fund specializing in small cap value stocks within growth industries in Canada, the United States and select emerging markets. Operated in both public and.
• Developed extensive network of industry contacts, providing a competitive edge in making buy/sell recommendations.
• Extensive industry coverage including technology, telecom equipment, telecoms and non-tech cyclical sectors, such as industrials, transportation, auto parts, furniture makers and basic materials.
• Portfolio Manager stated in my performance review that my stock recommendations consistently outperformed their benchmarks.

• Managed discretionary investments for high net worth individuals and institutions. Responsibilities included conducting and evaluating equity research, directing cash management activities and acting as a conduit.
• Directly managed over $30M in assets and assisted in the management of more than $100M in assets.
• Quickly promoted from Assistant Portfolio Manager.
• Client retention in our division’s top quintile.
• Portfolio returns consistently exceeded their respective benchmarks.

Master Of Business Administration - Mba, Finance

Hon. B.A., Political Science

Hon. B. Comm., Finance

Education record

Education record