Fundraising Fox

Ron Biswas

Investor

Vice President of National Accounts at Purpose Investments

Canada

About

Ron Biswas is Vice President of National Accounts at Purpose Investments, where he has worked since May 2022, focusing on head office relationships and identifying strategic partnership and product placement opportunities. He has worked in the investment industry since 2000, previously serving at Sun Life Global Investments as Director of National Accounts (IIROC Channel) and Director of Product Management. He holds a Bachelor degree in Economics from the University of Toronto and is a CFA Charterholder.

Experience

  1. Purpose InvestmentsVice President, National Accountscurrent2022 β€” present
  2. Sun Life Global InvestmentsDirector, National Accounts2014 β€” 2022Toronto, ON
  3. Sun Life Global Investments (Canada)Director, Product and Investment Management2011 β€” 2014
  4. Franklin Templeton InvestmentsProduct Manager2008 β€” 2011
  5. Aegon Fund ManagementProduct Manager2006 β€” 2008
  6. ScotiabankManager2004 β€” 2005
  7. INGAssociate/Inside Sales2000 β€” 2004

Education

  1. University of Toronto
  2. high School

Skills & more

Mutual Funds58Wealth Management30Portfolio Management21Investment Strategies25Investments28Asset Managment1Asset Management11Asset Allocation8Securities11Risk Management8Banking3Retirement Planning8
+12 moreEquitiesInvestment AdvisoryFinancial ServicesETFsFixed IncomeAlternative InvestmentsHedge FundsRelationship ManagementFinancial AdvisoryPensionsSeries 7Business Relationship Management
  • CFA Institute Charterholder β€” CFA Institute

From Ron's professional profile.

Same school

Shared employers

Colleagues at Purpose Investments