CoverProfile

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
View more

Profile Information

Portfolio Manager & CCO

ModernAdvisor

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Port Coquitlam

British Columbia

Canada

May 16, 2024

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