Alfred Lee Email & Phone Number
Deputy Chief Investment Officer and Executive Partner @ Quintessence Wealth
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Alfred Lee Location
- Canada
Alfred Lee Work
- 2024 -now Deputy Chief Investment Officer and Executive Partner @
- 2021 -2024 Director, Portfolio Manager and Investment Strategist (BMO ETFs) @
- 2020 -2021 Co-Lead Portfolio Manager - Provincial Bond Purchase Program (PBPP) - Bank of Canada Secondment @
- 2011 -2020 Director, Portfolio Manager and Investment Strategist - Fixed Income ETFs (BMO ETFs) @
- 2015 -2015 Director, Portfolio Manager and Investment Strategist (BMO ETFs - Hong Kong) @
- 2010 -2011 Vice President, Investment Strategist (BMO ETFs) @
- 2006 -2009 ETF and Index Strategy and Research, Investment Strategy Group @
- 2006 -2009 Mutual Fund and Manager Research @
- 2007 -2009 Guided Portfolio Investment Committee @
- 2004 -2006 Manager, Index and Universe Specialist @
- 2002 -2004 Institutional Funds Analysis @
Alfred Lee Education
- Market Technicians Association (MTA)
CMT Charterholder
2011 - CFA Institute 2001
- The University of Western Ontario
- Canadian Securities Institute (CSI)
Derivatives Markets Specialist
Alfred Lee Skills
- Artificial Intelligence (AI)
- Machine Learning
- Podcasting
- Credit Derivatives
- Marketing
- Marketing Strategy
- Presentations
- Business Strategy
- Public Speaking
- Manager Selection
- Start up
- Business Unit Start-up
- Market Analysis
- Competitive Analysis
- Spreadsheets
- Communication
- Media
- Trade Execution
- Financial Research
- Due Diligence
- External Clients
- ETFs
- Equities
- Multi-Asset
- Portfolio Management
- Derivatives
- Investments
- Capital Markets
- Investment Strategies
- Asset Allocation
- Mutual Funds
- Options
- Trading
- Commodity
- Risk Management
- Technical Analysis
- Quantitative Analytics
- Tactical Asset Allocation
- Alternative Investments
- Equity Research
- Asset Management
- Hedge Funds
- Financial Markets
- Bloomberg
- Wealth Management
- Investment Advisory
- Investment Management
- Securities
- Fixed Income
- Bonds
- Equity Derivatives
- Institutional Investments
- FX Options
- Equity Trading
- Trading Systems
- Structured Products
- Trading Strategies
- Foreign Exchange
- Credit
- Market Risk
- Options Strategies
- Equity Valuation
- Emerging Markets
- Electronic Trading
- Hedging
- Wealth Management Services
- Bloomberg Terminal
- Research
- Multi Asset
- Financial Analysis
- Sales
Alfred Lee Summary
- Alfred Lee, based in Canada, is currently a Deputy Chief Investment Officer and Executive Partner at Q Wealth Partners. Alfred Lee brings experience from previous roles at BMO Global Asset Management. Alfred Lee holds a CMT Charterholder @ Market Technicians Association (MTA). With a robust skill set that includes Artificial Intelligence (AI), Machine Learning, Podcasting, Credit Derivatives, Marketing and more. Alfred Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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