Sean Tascatan, CFA

Alex Osborne

Sean Tascatan, CFA
Vice President & Portfolio Manager

 

Mr. Tascatan is a Portfolio Manager with Caldwell Investment Management Ltd. responsible for securities analysis and portfolio management. Sean has 10 years of investment experience that includes working at one of Canada’s leading Asset Management companies. He was a key member of an award winning Equity Income team that garnered multiple Lipper Fund and Morningstar Investment Awards. Sean was also co-manager of a $3B U.S. Growth and Income Fund where he specialized in high-quality, dividend paying U.S. equities.

 

Sean graduated with an Honours BA in Economics and Financial Management from Wilfrid Laurier University. Sean has earned the Chartered Financial Analyst designation and has completed the Options Licensing Course. Sean joined Caldwell in July of 2018.