James (Jamie) Robertson, CIM

Jamie is responsible for overseeing all aspects of the firm’s Canadian asset allocation franchise, including portfolio management, research and development, product development, business development, and trading. He leads Canadian portfolio management efforts across a wide range of multi-asset and multimanager solutions. In addition, as global head of tactical asset allocation, Jamie takes a leading role in driving the tactical positioning and the portfolio construction process of tactically oriented solutions globally. 

Previously, Jamie was the chief investment officer for McLean and Partners in Calgary. Prior to that, he was vice president, proprietary investments (equities), at Manulife Financial, following four years as an internal hedge fund manager there. Earlier in his career, he held executive positions at CTSecurities, JP Morgan Canada, and BLC Securities. Jamie holds the Canadian Investment Manager designation.

Education: B.B.A., University of New Brunswick; M.B.A., Concordia University 

Joined the company: 2016

Began career: 1982