Dave Fortin, Cfa Email and Phone Number
Dave Fortin, Cfa work email
- Valid
- Valid
Dave Fortin, Cfa personal email
Dave Fortin, Cfa phone numbers
Investment industry leader with over a decade of experience in robo-advisory, self-directed trading, and wealth management. Founding team member of the world's 3rd-largest roundup-to-invest app, which grew to over a million user downloads internationally, and was acquired by a publicly-traded fintech company. Inspired by my journey as a dad of twins, I'm pioneering solutions that help parents feel confident about their kids' financial future through generational wealth building.
-
Co-FounderFuturemoney Jan 2024 - PresentHelping parents build generational wealth for their kids through our micro-investing platform.Available directly from the App and Play Store in the United States.President, Chief Compliance Officer, and Investment Adviser Representative of FutureMoney RIA, LLC
-
CeoMogotrade Nov 2021 - Nov 2023- Secured regulatory approval for launch of commission-free self-directed trading app- Leveraged market structure expertise to support the development and release of new app features- Designed operational flows for funding, transfers, trading, corporate actions and reconciliation- Developed financial projections and reviewed financial reports to ensure adequate risk adjusted capital- Managed vendors providing identity verification, order management, trade execution, custody, trade monitoring, and data feeds- Fostered culture of compliance, and managed relationship with regulatory staff -
CeoTactex Asset Management Apr 2021 - Nov 2023Montreal, Ca- Founding member of team that built the world's 3rd largest roundup to invest app- Expanded Moka business to Netherlands through acquisition of an investment management firm- Established a Payment Agent of Electronic Money Institution in France- Guided Moka product development of tax-advantaged accounts, socially responsible investing, and financial coaching features in Canada- Grew traditional portfolio management business to over $300M in assets under management- Grew exempt market transactions business to over $10B of transaction value- Led the integration into MOGO (NASDAQ, TSX) organization after acquisition of Moka/Tactex business -
Portfolio ManagerTactex Asset Management Jul 2016 - Nov 2023Montreal, Ca- Managed 4 investment funds: equity, fixed income, money market and socially responsible investing- Built retail client financial profile risk assessment and model portfolio matching algorithms- Developed custom investment policy and asset allocation based on clients' financial situation- Analyzed, bought and sold ETFs, stocks, bonds, mutual funds for clients
-
Chief Compliance OfficerTactex Asset Management Jan 2017 - Apr 2021Montreal, Ca- Wrote policies and procedures manual, internal controls, business continuity plan, and other key aspects of the compliance documentation- Point person for regulatory affairs, including regulatory audits, fund audits, risk assessment questionnaires, and compliance effectiveness reviews
-
Chief Operating OfficerTactex Asset Management Aug 2015 - Apr 2021Montreal, Ca
-
Associate Portfolio ManagerTactex Asset Management Jul 2014 - Jul 2016Montreal, Ca
-
Financial AnalystTactex Asset Management May 2012 - Jul 2014Montreal, Ca
-
PresidentManagement Undergraduate Society May 2011 - Apr 2012Montreal, Quebec, Ca- Spokesperson for 2000 BCom students to Faculty of Management & McGill University- Directed executives of 35 committees & 11 clubs organizing hundreds of student activities- Managed $800,000 combined budget with focus on long-term financial stability and viability- Scarlet Key award for excellence in student leadership & contributions to McGill community -
Vice President Of External AffairsManagement Undergraduate Society Sep 2010 - May 2011Montreal, Quebec, Ca- Co-organized 4 interuniversity case competitions involving over 1800 students- Represented over 2000 BCom students at regional/national business school conferences- Outstanding Council Achievement Award from Canadian Association of Business Students
Dave Fortin, Cfa Skills
Dave Fortin, Cfa Education Details
-
Mcgill UniversityMinor In Environment -
Cegep - John Abbott CollegeScience
-
Loyola High School Of Montreal
Frequently Asked Questions about Dave Fortin, Cfa
What company does Dave Fortin, Cfa work for?
Dave Fortin, Cfa works for Futuremoney
What is Dave Fortin, Cfa's role at the current company?
Dave Fortin, Cfa's current role is FinTech leader | Dad of twins | Helping families build generational wealth.
What is Dave Fortin, Cfa's email address?
Dave Fortin, Cfa's email address is da****@****gill.ca
What is Dave Fortin, Cfa's direct phone number?
Dave Fortin, Cfa's direct phone number is (514) 710*****
What schools did Dave Fortin, Cfa attend?
Dave Fortin, Cfa attended Mcgill University, Cegep - John Abbott College, Loyola High School Of Montreal.
What are some of Dave Fortin, Cfa's interests?
Dave Fortin, Cfa has interest in Politics, Snowboarding, Education, Reading, Running, Business, Squash, Hockey, Golf, Travel.
What skills is Dave Fortin, Cfa known for?
Dave Fortin, Cfa has skills like Business Planning, Microsoft Excel, Public Speaking, Customer Service, Financial Analysis, Time Management, Portfolio Management, Data Analysis, Risk Management, Budgets, Industry Research, Trading.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial