Brandon Greer, Mfin, Cfa
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Brandon Greer, Mfin, Cfa Email & Phone Number

Associate Portfolio Manager at Hillsdale Investment Management Inc.
Location: Canada 9 work roles 2 schools
1 work email found @ninepoint.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@ninepoint.com
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Current company
Hillsdale Investment Management Inc.
Role
Associate Portfolio Manager
Location
Canada
Company size
36 employees

Who is Brandon Greer, Mfin, Cfa? Overview

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Quick answer

Brandon Greer, Mfin, Cfa is listed as Associate Portfolio Manager at Hillsdale Investment Management Inc., a with 36 employees, based in Canada. AeroLeads shows a work email signal at ninepoint.com and a matched LinkedIn profile for Brandon Greer, Mfin, Cfa.

Brandon Greer, Mfin, Cfa previously worked as Senior Quantitative Analyst at Hillsdale Investment Management Inc. and Senior Quantitative Analyst (Consultant) at Hillsdale Investment Management Inc.. Brandon Greer, Mfin, Cfa holds Master’S Degree, Finance from University Of Toronto - Rotman School Of Management.

Company email context

Email format at Hillsdale Investment Management Inc.

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*@ninepoint.com
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Profile bio

About Brandon Greer, Mfin, Cfa

Brandon Greer, Mfin, Cfa is a Associate Portfolio Manager at Hillsdale Investment Management Inc.. They possess expertise in business planning, public speaking, time management, analysis, market research and 30 more skills. They is proficient in French.

Listed skills include Business Planning, Public Speaking, Time Management, Analysis, and 31 others.

Current workplace

Brandon Greer, Mfin, Cfa's current company

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Hillsdale Investment Management Inc.
Hillsdale Investment Management Inc.
Associate Portfolio Manager
toronto, ontario, canada
Website
hillsdaleinv.com
Employees
36
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Company profile
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9 roles

Brandon Greer, Mfin, Cfa work experience

A career timeline built from the work history available for this profile.

Principal

Bjg Investment Research

Toronto, Ontario, Canada

Analyst, Performance Measurement

Ninepoint Partners

Toronto

Mar 2019 - Jun 2020

Investment Associate (Registered)

Bluteau Devenney Caseley Group Of National Bank Financial Wealth Management

Halifax, Ns

- Managed trading across asset classes such as stocks, bonds, ETFs, mutual funds, GICs, hedge funds/private placements and structured products for 200 clients and 2 advisors, providing security analysis and consultation- Constructed a spreadsheet-based system to replace the legacy, paper-based trade organization system, reducing errors and delays in the implementation of clients’ portfolios; enhanced the process while transitioning clients to a discretionary, fee-based platform to modernize relationships and leverage new trading technology- Executed large-scale block orders, including a multimillion-dollar placement, moving the entire client book into a monthly hedge fund in June 2016; this order required subsequent transaction-by transaction reduction prior to month end after the June 23rd Brexit vote resulted in a decision to stagger trades over 2 months to manage volatility- Monitored three proprietary models across various asset allocations to improve portfolio insights presented to clients, adding metrics for correlation matrix, portfolio standard deviation and performance- Developed new presentation materials such as a chart showing portfolio value adjusted for withdrawals to communicate portfolio management concepts to retail clients- Maintained relationships with NBF sales & trading teams and external sales reps to compile data for portfolio

Nov 2014 - Aug 2017

Fund Accountant

Mitsubishi Ufj Fund Services

Halifax, Canada Area

Back-office hedge fund administration: net asset value computation, cash and position reconciliation, financial reporting. Continuously worked to evaluate and update processes on my team for improved efficiency and accuracy.

May 2013 - Oct 2014
Team & coworkers

Colleagues at Hillsdale Investment Management Inc.

Other employees you can reach at hillsdaleinv.com. View company contacts for 36 employees →

MM Michel Mainardi Michel Mainardi Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → JD Jan De Mendonça Jan De Mendonça Colleague at Hillsdale Investment Management Inc.Greater Toronto Area, Canada View → NX Nicole Xu Nicole Xu Colleague at Hillsdale Investment Management Inc.Canada View → SA Sheheryar Ali, Cfa, Mfin Sheheryar Ali, Cfa, Mfin Colleague at Hillsdale Investment Management Inc.Greater Toronto Area, Canada View → RD Ray Desai, Cim Ray Desai, Cim Colleague at Hillsdale Investment Management Inc.Greater Toronto Area, Canada View → CG Chris Guthrie, Cfa Chris Guthrie, Cfa Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → DD David Deck, Cfa David Deck, Cfa Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → AB Alexander Benjamin Alexander Benjamin Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → TB Thomas B. Akin Thomas B. Akin Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → KW Kris Wilhelm, Cfa Kris Wilhelm, Cfa Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View →
2 education records

Brandon Greer, Mfin, Cfa education

Bachelor'S, Business Administration, Co-Op Option

Acadia University

Activities and Societies: Axe Radio - Broadcaster (2011), Acadia Business Society - 4th Year Representative (2012), Acadia Business.

FAQ

Frequently asked questions about Brandon Greer, Mfin, Cfa

Quick answers generated from the profile data available on this page.

What company does Brandon Greer, Mfin, Cfa work for?

Brandon Greer, Mfin, Cfa works for Hillsdale Investment Management Inc..

What is Brandon Greer, Mfin, Cfa's role at Hillsdale Investment Management Inc.?

Brandon Greer, Mfin, Cfa is listed as Associate Portfolio Manager at Hillsdale Investment Management Inc..

What is Brandon Greer, Mfin, Cfa's email address?

AeroLeads has found 1 work email signal at @ninepoint.com for Brandon Greer, Mfin, Cfa at Hillsdale Investment Management Inc..

Where is Brandon Greer, Mfin, Cfa based?

Brandon Greer, Mfin, Cfa is based in Canada while working with Hillsdale Investment Management Inc..

What companies has Brandon Greer, Mfin, Cfa worked for?

Brandon Greer, Mfin, Cfa has worked for Hillsdale Investment Management Inc., Bjg Investment Research, Ninepoint Partners, Bluteau Devenney Caseley Group Of National Bank Financial Wealth Management, and Mitsubishi Ufj Fund Services.

Who are Brandon Greer, Mfin, Cfa's colleagues at Hillsdale Investment Management Inc.?

Brandon Greer, Mfin, Cfa's colleagues at Hillsdale Investment Management Inc. include Michel Mainardi, Jan De Mendonça, Nicole Xu, Sheheryar Ali, Cfa, Mfin, and Ray Desai, Cim.

How can I contact Brandon Greer, Mfin, Cfa?

You can use AeroLeads to view verified contact signals for Brandon Greer, Mfin, Cfa at Hillsdale Investment Management Inc., including work email, phone, and LinkedIn data when available.

What schools did Brandon Greer, Mfin, Cfa attend?

Brandon Greer, Mfin, Cfa holds Master’S Degree, Finance from University Of Toronto - Rotman School Of Management.

What skills is Brandon Greer, Mfin, Cfa known for?

Brandon Greer, Mfin, Cfa is listed with skills including Business Planning, Public Speaking, Time Management, Analysis, Market Research, Financial Analysis, Data Analysis, and Creative Problem Solving.

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