

Isaac Schweigert
Portfolio Manager & CCO
ModernAdvisor
Canada, British Columbia, Port Coquitlam
About Me
Portfolio Manager and Chief Compliance Officer at ModernAdvisor, an online investment management company looking to provide sophisticated and unbiased investment advice to investors regardless of their account size. Extensive knowledge of Canadian and global hedge funds. Constructed portfolios of hedge funds for pensions and high net worth clients. Built and maintained an extensive database of Canadian and global hedge funds. Led due diligence of alternative investments, provided and implemented investment recommendations and portfolio rebalancings. Created KCS Canadian Hedge Fund Index and co-authored AIMA Canada Hillsdale Research Award 2009 winner “The Great White North.” Experience prepa
Profile Information
Portfolio Manager & CCO
ModernAdvisor
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Port Coquitlam
British Columbia
Canada
May 16, 2024
Keylinks
You Might Like
RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners