Anthony Doppia
Private Wealth Manager, Portfolio Manager - Associate Advising Representative, @Desjardins
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WORK HISTORY
Private Wealth Manager, Portfolio Manager - Associate Advising Representative, @Desjardins
Responsible for delivering discretionary investment management services designed to foster, maintain, and strengthen the relationship with high-net-worth clients-Play a critical role in assessing portfolio suitability against client objectives and risk tolerance, to develop a portfolio proposal with the right asset allocation to meet the client\'s objectives and goals-Responsible for the analysis of securities transferred in kind and how they ultimately will fit into a client portfolio long term based on their stated objectives and risk tolerance part of knowing your product-Develop and implement formal written investment policy statements outlining investment recommendations, conduct regular ongoing client reviews focused on overall portfolio performance, client financial objectives, tax, and client cash flow requirements-Focus on portfolio construction, implementation, and constant monitoring to ensure portfolios stay in line with client goals-Provide ongoing thought leadership commentary on the markets to keep clients informed and liaise with Fidelity relationship managers to ensure clients have a clear understanding of our product offering, what they are invested in and how it fits and aligned with their overall goals and objectives-Work with a team of experts and entourage that is designed to meet an array of wealth management needs (Notaries, Accountants, Tax specialists, Financial planners as well as Trust advisors)
EDUCATION
HEC Montréal
Bachelor of Business Administration (B.B.A.), Finance, General
ABOUT ANTHONY DOPPIA
Gestionnaire privé chez Gestion privée Desjardins « Je mets tout en œuvre pour…
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