Portfolio Analyst
Phil joined HighView in 2017 as an Investment Administrator and has since transitioned to his current role as a Portfolio Analyst.
As a Portfolio Analyst, Phil supports the research team with external manager due diligence, analysis on current and potential investments, performance reporting, and collaborates with portfolio managers to develop and implement investment strategies. He is also responsible for the maintenance and data integrity of the portfolio management system and supports various operational areas within the portfolio implementation process.
Phil holds a Bachelor of Management and Organizational Studies with a specialization in Finance from Western University. He is also a Chartered Financial Analyst (CFA) charterholder and a member of the Toronto CFA Society.
