
Adam Gartland
Principal & Head of Portfolio Compliance
Connor, Clark & Lunn Financial Group (CC&L)
Canada, British Columbia, Vancouver
About Me
I am the Head of the Portfolio Compliance Team at Connor, Clark and Lunn Financial Group. I am responsible for ensuring investment portfolios are managed in accordance with client and regulatory guidelines. We are Canada's largest independent investment manager with assets under management over $100 billion. My team is located in Vancouver, Toronto and Gurugram, and we work with eleven different investment teams in Vancouver, Toronto, Montreal and London, UK. I have over 9 years of portfolio compliance experience, with extensive knowledge of Charles River IMS and Global Shareholding Disclosure. Prior to CC&L, I spent 6 years in the finance department of a local community based organization p
Profile Information
Principal & Head of Portfolio Compliance
Connor, Clark & Lunn Financial Group (CC&L)
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Vancouver
British Columbia
Canada
May 15, 2024
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