Matthew Levy
Portfolio Strategist @Wealthmore
Vancouver, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2024 — Present
Portfolio Strategist @Wealthmore
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Designing and maintaining model portfolios tailored to client risk profiles. I translate market insights into strategies, monitor performance alongside the team, and help ensure portfolios remain aligned with long-term goals. Also assist with marketing updates and investor education updates.
EDUCATION
2002 — 2006
Rockridge Secondary School
High School
2006 — 2010
University of Victoria - Victoria
Bachelor of Science - BS, Economics, Finance and Business
SKILLS
Investment ManagementTradingFixed IncomeInvestment StrategiesAlternative InvestmentsFinanceCorporate FinanceMicrosoft OfficePortfolio ManagementWealth ManagementInvestmentsEconomicsEquitiesOptionsSecuritiesManagementFinancial PlanningMutual FundsDerivativesFinancial AnalysisAnalysis
ABOUT MATTHEW LEVY
As a CFA® charterholder, formerly registered Portfolio Manager, and Securities Retail…
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