Alex Osborne, CFA
Vice President & Portfolio Manager, Sales and Strategy
Mr. Osborne is Vice President & Portfolio Manager, Sales and Strategy at Caldwell Investment Management Ltd. Alex is responsible for a variety of key initiatives, including but not limited to, Advisory sales and distribution, business development, relationship management, marketing and strategy and product development. In addition, Alex oversees the asset allocation and investment strategy decisions for a select group of clients the team closely collaborates with. Alex holds responsibility over the origination and development of customized managed product portfolio solutions and models for both the retail and institutional distribution channel.
Prior to joining Caldwell, Alex spent over 11 years with a major Canadian Bank, most recently, working within their Asset Management division, specializing in Investment Manager Research. Alex graduated with a Bachelor of Commerce (Honours Business Administration) degree from the Odette School of Business, University of Windsor, with a concentration in Finance and minor in Economics. Alex has earned the Chartered Financial Analyst designation and is a member of the Toronto CFA Society. Alex joined Caldwell Investment Management in June 2017.