Linnea McKercher, CFA

VP, Portfolio Manager

Linnea McKercher

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Linnea McKercher

Linnea is passionate about the investment management industry and is committed to helping our clients reach their goals. She enjoys dealing with a range of High Net Worth Clients and boards for Institutional Clients including Charities, Foundations, and other Not for Profit Organizations. Linnea‚Äôs more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales. Before her current role as Vice President, Portfolio Manager, Linnea managed the Canadian Equity Portfolio for over 10 years and is a past president of Edmonton CFA Society.

Outside of work, Linnea is an avid equestrian and competes regularly in both Show Jumping and Eventing disciplines.