Brian See, CFA
Chief Investment
Officer
Chartered Financial Analyst
B.Comm., University of Calgary
Brian has over
15 years of finance, investment and capital
markets experience spanning bank-owned
dealers, pension plans, family office,
energy, and logistics.
For over 7
years, Brian served as Vice President at
CIBC Asset Management, where he was lead
portfolio manager on three standalone global
investment products. Furthermore, he
provided investment advice, portfolio
construction as well as set commodity prices
and developed ESG frameworks across the
broader suite of CIBC portfolios and mutual
funds.
Previously,
Brian was Principal at OMERS Capital Markets
where he implemented investment
recommendations across Canadian and global
equity funds in both relative and absolute
return strategies. Prior to that, he was a
member of the top ranked sell side Canadian
energy franchise at Scotiabank, based in
Calgary. Most recently, he was employed at a
single-family office involved with building
out an equites investment platform and
advising on venture capital opportunities in
the technology sector.
Brian holds a Bachelor of Commerce from the
Haskayne School of Business (University of
Calgary) and is a CFA Charterholder.