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Isaac Schweigert

Lead Portfolio Manager

ModernAdvisor

Canada, British Columbia, Kelowna

About Me

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 preparing intra-month and month-end portfolio valuations and calculating NAV for investment funds. Experience preparing interim and annual financial statements, cash flow and profitability projection. Oversaw monthly b

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Profile Information

Lead Portfolio Manager

ModernAdvisor

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Kelowna

British Columbia

Canada

Oct 25, 2025

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