Kuan is responsible for various aspects of the investment management process, providing fundamental investment research & analysis, developing & executing on investment strategies, and monitoring & managing our clients' investment portfolios.
He is a charterholder of the Chartered Financial Analyst® (CFA) Institute, and has over ten years of experience in the Financial Services industry. Prior to his current position, Kuan has held roles as commercial banker, credit underwriter, and subordinated debt financial analyst at various major financial institutions. He graduated from Simon Fraser University in 2005 with a Bachelor of Business Administration Degree in Finance.
During his free time, Kuan enjoys running, snowboarding, yoga, and playing board games.