Patrizio Fortino, BBA, CFA^®

As a Portfolio Manager in the Montreal office, Patrizio develops customized, investment policy statements for high-net-worth executives and professionals.

Patrizio began his career at a Canadian bank, where he learned the fundamentals of finance. In subsequent roles, he expanded his understanding of mutual fund products and the financial markets

In 2005, Patrizio joined the compay as an account manager and was soon appointed to oversee the administration of our Prosperity Funds investment platform, leading to his role as Portfolio Manager.

Patrizio holds the Chartered Financial Analyst (CFA®) designation and has a BBA from HEC in Montreal.