Yelena Stepanyan
Head of Investments @Embark Student Corp.
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WORK HISTORY
Head of Investments @Embark Student Corp.
Toronto, ON, CA
Investment strategy, asset allocation, new product development and launch, market analysis, manager selection and research, performance monitoring and evaluation, treasury management.Responsible investing strategy design and implementation.Team development and mentoring.
EDUCATION
CFA Institute
CFA Charterholder
Ivey Business School at Western University
MBA
SKILLS
ABOUT YELENA STEPANYAN
Dynamic and results-driven Wealth Management executive with over 20 years of proven success in delivering comprehensive investment solutions. Currently manage over $6 billion in assets. Recognized for leveraging a deep understanding of market trends, regulatory landscapes, and financial products to optimize investment portfolios.Mentor and empower team members and foster a positive and inclusive team culture. Key Skills- Investment Strategy- Strategic and Tactical Asset allocation- Investment Policy and new product development- Responsible Investing and ESG- Regulatory and Board reporting- Risk management- Team development, mentoring, and management
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