Consultation Service Team
Portfolio Construction Consultation Service (PCCS) Team
Our experienced PCCS team are multi-disciplinary professionals with backgrounds in asset allocation, risk management, quantitative research and portfolio management.
Director, Portfolio Construction Consultation Service
Pawan joined Picton Mahoney Asset Management in November 2021 after holding multiple roles within the BlackRock organization (in Australia and Canada). He led the portfolio consulting services function within Blackrock’s Canadian iShares business, and prior to that, he was a portfolio manager in the Multi-Asset Strategies team within Blackrock’s Australian business. Pawan graduated from the University of Western Australia with a Bachelor of Commerce and Bachelor of Engineering with majors in Management, Investment Finance and Information Technology. Pawan holds the Financial Risk Manager designation and is also a CFA charter holder.
Robert joined Picton Mahoney Asset Management in December 2019. Past roles include Vice President, ETF Leader at BlackRock Asset Management Canada Limited and Sales Associate at PIMCO. Robert has an MBA from the University of Toronto, Rotman School of Management and holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Associate, Portfolio Construction Consultation Service
Dedicated to providing portfolio analysis and consulting services to advisors, Hank joined Picton Mahoney Asset Management in 2021. Previously, he worked as a Quantitative Analyst at Canada Life and an analyst at OPTrust. Hank holds a Masters of Mathematical Finance from the University of Toronto.
Après avoir obtenu une maîtrise en finances mathématiques à l’Université de Toronto, Shu Yu s’est jointe à l’équipe du SCCP en 2023, améliorant de la sorte les capacités de production de rapports de l’équipe. Elle est responsable de l’analyse de portefeuille pour les conseillers en placement. L’expérience de travail antérieure comprend les stages chez Investissements RPC et chez OMERS.