Elizabeth is involved in the management of International, Global, and US Equity portfolios. She analyzes and monitors the various industries and securities held in the portfolios.
Career:
- Addenda Capital: Portfolio Manager, Global Equities (since 2024); Assistant Portfolio Manager, Global Equities (2021-2024); Assistant Portfolio Manager, International Equities (2021); Senior Analyst, International Equities (2019-2021)
- Laurentian Bank Securities: Equity Research Analyst (2016-2019); Equity Research Associate (2013-2016)
- Mackie Research Capital Corporation: Institutional Sales and Trading, Equities (2006-2012)
Education:
- Bachelor of Arts degree with a Canadian Studies and Political Science specialization from McGill University
- Chartered Financial Analyst (CFA) designation
- Completed the CFA Institute Certificate in ESG Investing
- Sustainable Investment Professional Certification (SIPC) from the John Molson School of Business, Concordia University
- Fundamentals of Sustainability Accounting (FSA) Credential Holder, Sustainability Accounting Standards Board (SASB)
- Certificate of completion for the CFA Climate Finance