Fundraising Fox

Hilbert Wan

Investor

Associate Portfolio Manager, CFA at Purpose Investments

Markham, Ontario, Canada

Experience

  1. Purpose InvestmentsAssociate Portfolio Managercurrent2022 — present
  2. Purpose InvestmentsPortfolio Analyst2017 — 2022
  3. LOGiQ Asset Management Ltd.Manager- Operations2017
  4. RBC Investor & Treasury ServicesSenior Analyst, Derivatives Operations2016 — 2017Greater Toronto Area, Canada
  5. Canoe FinancialSenior Fund Accountant2014 — 2015Greater Toronto Area, Canada
  6. Citco Fund ServicesSenior Hedge Fund Accountant2012 — 2014Toronto, Canada Area
  7. Citco Fund ServicesHedge Fund Accountant2011 — 2012Greater Toronto Area, Canada

Education

  1. University of Toronto ScarboroughBachelor of Arts (B.A.), Economics, Political Science2005 — 2009

Skills & more

Fund Accounting3Fundamental Research1Options Strategies1Alternative Investments2Hedge Funds2Fundamental Analysis1Investments3US Equities1Fund Of Funds2Fund Administration2Mutual Funds4Derivatives2
+9 moreSwapsEquitiesBondsOptionsCorporate ActionsBloomberg TerminalMicrosoft ExcelBloombergbloomberg
  • Accounting-Finance — Ryerson University
  • CFA CharterHolder — CFA Institute

From Hilbert's professional profile.

Colleagues at Purpose Investments

Alia Durbarry
Trader at Purpose Investments
Andrew McBain
VP, Sales Ontario at Purpose Investments
Anis Jubaili
Business Development Manager at Purpose Investments
Barry Morrison
Portfolio Manager at Purpose Investments
Blake Bonham
VP, Sales Eastern Ontario/Maritimes at Purpose Investments
Brett Gustafson
Associate Portfolio Manager at Purpose Investments
Brett Morden
VP, Sales – Alberta & Saskatchewan at Purpose Investments
Craig Basinger
Chief Market Strategist, CFA at Purpose Investments

Frequently asked questions

Where does Hilbert Wan work?
Hilbert Wan is Associate Portfolio Manager, CFA at Purpose Investments.

Same school

Also attended University of Toronto Scarborough7

Steve LauPartner at Highland Creek PartnersRobin GaoPrincipal at Sixty Degree CapitalTasha NoronhaPartnerships & Operations Manager at Cross-Border Impact VenturesDaanish AhmedMarketing Coordinator at Alchemist JapanShikha BhucharHead, Strategy and Investments at RBCxRahil SondhiFounder/CEO at PopSQL

+ 1 more

Shared employers

Also worked at Purpose Investments30

Saar PikarInvestor at OMERS VenturesTyler MeyrickChief Financial Officer at Purpose InvestmentsKevin BlackHead of Advisor Sales at Purpose InvestmentsSylvie MethotVP, Sales Western Region QC at Purpose InvestmentsBlake BonhamVP, Sales Eastern Ontario/Maritimes at Purpose InvestmentsJoe SvorinicVP, Sales SW Ontario at Purpose Investments

+ 24 more

Also worked at RBC Investor & Treasury Services4

Edward MaidmentInvestment Director - UK at OakglenJuan BasconesResearch at Block Asset ManagementShohreh MouriVice President, Ventures Technology at RBCxCharlotte BarttelotPartner at MMC Ventures

Also worked at Canoe Financial1

Shamma UrbeeSenior Finance Associate at ArcTern Ventures

Also worked at Citco Fund Services24

Ashley BatemanVP of Finance at Crosslink CapitalElwin JohnFund Operations Associate at TNBAuraTaku MurahwiInvestor at OMERS VenturesDiego GourguesChief Financial Officer at Stoic VCBrendan WoodsInvestor at 13books CapitalJasper VAN ROSSUMDirector | Compliance at DOMiNO Ventures

+ 18 more