Robert Wilson Email
Head of Portfolio Construction Consultation Services @ Picton Mahoney Asset Management
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Robert Wilson Location
- Toronto, Ontario, Canada
Robert Wilson Work
- 2021 - now Head of Portfolio Construction Consultation Services @
- 2019 - 2021 Vice President, Retail Sales and Portfolio Construction Consultation Services @
- 2019 - 2019 Vice President, Etf Leader @
- 2017 - 2019 Investment Management Consultant @
- 2016 - 2017 Investment Management Associate @
- 2013 - 2016 Sales Associate @
- 2011 - 2013 Regional Sales Representative @
- 2011 - 2011 Inside Sales Representative @ Stone & Co
- 2011 - 2011 Senior Financial Services Representative - Investment @
- 2010 - 2011 Financial Services Representative Ii @
- 2009 - 2010 Customer Service Representative @
Robert Wilson Education
- University of Toronto
Master Of Business Administration
2016 - 2019 - University of Guelph
Bachelor Of Arts (Economics)
2004 - 2009 - CFA Institute
- Canadian Securities Institute
Robert Wilson Skills
- Alternative Investments
- Financial Advisory
- Fixed Income
- Sales
- Financial Planning
- Investments
- Relationship Management
- Business Analysis
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Microsoft Office
- Microsoft Word
- Investment Strategies
- Risk Management
- New Business Development
- Asset Management
- Customer Service
- Financial Analysis
- Securities
- Investment Management
- ETFs
Robert Wilson Summary
- Robert Wilson, based in Toronto, Ontario, Canada, is currently a Head of Portfolio Construction Consultation Services at Picton Mahoney Asset Management. Robert Wilson brings experience from previous roles at Picton Mahoney Asset Management and Blackrock. Robert Wilson holds a 2016 - 2019 Master Of Business Administration @ University of Toronto. With a robust skill set that includes Alternative Investments, Financial Advisory, Fixed Income, Sales, Financial Planning and more. Robert Wilson has 2 emails on RocketReach.
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Top Picton Mahoney Asset Management Employees
Scott Hickerson
Vice President and Partner, Retail Sales
United States
Robert Wilson
Head of Portfolio Construction Consultation Services
Toronto, Ontario, Canada
Tom Savage
Partner and Portfolio Manager
Vancouver, BC, CA
Isabell Grygianiec
Director, Marketing Services
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Craig Chilton
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Peter Yik
Senior Analyst
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Gina Lombardi
Director, Marketing
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Meriem Benazza
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Maria W.
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