• Provide comprehensive investment and business advising and consultancy services to financial advisors overseeing approximately $1billion in assets under administration (AUA)• Conduct meticulous analysis of financial goals, risk tolerance, and investment preferences to craft bespoke investment solutions tailoredto their unique needs• Foster close collaboration with financial advisors to develop and refine investment strategies, optimizing portfolios, diversifying assets,and strategically maximizing returns while prudently managing risk• Conduct rigorous research and due diligence on a diverse range of investment products, including equities, fixed income securities,mutual funds, and alternative investments, ensuring informed decision-making aligned with client objectives• Serve as a dependable resource and advisor to financial advisors, delivering expert guidance on investment and asset allocation bestpractices, alongside strategic counsel on business development initiatives such as the creation of compelling client pitch decks, fosteringgrowth and client acquisition within their practices

• Led a team responsible for publishing thought-provoking and engaging portfolio strategy, asset allocation, and market insights using arigorous, data-centric, and model-driven approach for a high net-worth (HNW) retail client base at a regular frequency• Formed and chaired the Raymond James Ltd. Asset Allocation committee, composed of global institutional research analysts/economists, who were collectively responsible for publishing high-quality, actionable, and timely asset allocation, macro, geographical, and sector/industry recommendations on a regular frequency for clients• Lead Portfolio Manager of ten North American equity-only and fund-of-fund SMA strategies (assets under management: +$500 million)• Co-managed and marketed the Raymond James Ltd, The Advantaged Investor Podcast - with many episodes rising to the top 10-15%status of the most played podcasts across streaming platforms (e.g. Spotify, Google, etc.)• Led the strategic launch of impactful firm-wide initiatives, implementing top-tier portfolio management practices, onboarding technologypartners, and rebranding marketing materials. • Successfully introduced a widely attended quarterly client webinar, featuring expert panelsand fostering cross-departmental collaboration through global working groups and introduced data gathering and analytic processes/dashboard.

• Developed and implemented a rigorous investment due diligence process leveraging top-down/bottom-up best practices to drive portfolio out performance and scalability of firm-level separately managed account (SMA) model portfolio strategies• Using the aforementioned methodology, launched the first large-cap U.S. equity SMA strategy with a GARP/quality style tilt for theRaymond James Ltd. high net worth channel (AUA of ~$70 billion).• Responsible for conducting all company due diligence, rebalancing, marketing, communication and trading related tasks for the strategy• Co-Portfolio Manager of five North American equity-only SMA strategies

• Publish timely and insightful research on companies within our coverage universe along with industry and thematic research while alsostaying abreast of developments across multiple sectors, assets classes, and the broader economy/markets• Conduct fundamental and financial due diligence on the coverage universe and company peers, develop robust financial models, andmaintain relationships with coverage companies, investors and RBC Capital Markets teams• Manage the launch of new company coverage, including 1) building financial models; 2) conducting fundamental and financial analysis; and, 3) writing initiating coverage and industry reports

Co-managed six North American equity-only and balanced strategies (assets +$3.0 billion) with top-quartile performance, led all marketingand promotional initiatives to win new business (7x over 7-years) and managed the development of a Canadian Preferred Share Model Portfolio• Managed a team of associates who were responsible for all day-to-day support functions for the ISG including publishing research onNorth American equities and Canadian preferred shares, managing the firm’s risk-rating program, data mining and analytics, streamlining operations including trading and execution functions, responding to client inquires, etc.• A member of the CIBC Wood Gundy Asset Allocation Committee, which published quarterly strategic and tactical asset allocationrecommendations for the investment committee and CIBC advisors• Published high-quality and insightful research (on equities, preferred shares, interest rates, asset allocation, etc.) in addition to conductingportfolio reviews/construction for high-net-worth clients

• Support the Investment Strategy Committee with company and industry research• Build, maintain, and update the Investment Strategy Committee’s financial models and financial templates• Contribute to the Investment Strategy Group’s morning retail call (+100 listeners) by providing insights into overnight macro-economicdevelopments, earnings releases, recommendation changes and top ideas• Contribute to regular Investment Strategy Group research publications with actionable equity ideas

• Contributed to regular Investment Strategy Group publications with investment recommendations, market commentaries, technical and fundamental research summaries, and equity recommendations• Supported the Investment Strategy Committee with investment research, portfolio back-testing, and risk-return analysis• Collaborated with senior management to help develop a firm wide five-tier risk rating policy for each security class

• Worked alongside the U.S. Repo desk to trade, execute, and settle between US$1-3 billion in daily U.S. Repo/Reverse Repo trades in a fast-paced and high-pressure environment; Coordinated with counterparties, broker-dealers, and global market-makers to facilitatetransactions and provide market liquidity via short-term borrowing arrangements