The Research and Portfolio Strategy team is comprised of professionals in Toronto.
Managing Director, Head of Research and Portfolio Strategy
Frank leads our data-driven research efforts for Active Equities and is responsible for delivering alpha through active security selection driven by alternative data and advanced analytical techniques. He also overseas Portfolio Strategy for Active equities, this includes managing portfolio design and construction.
Frank has held several positions at CPP Investments. Most recently he was Managing Director, Head of Active Fundamental Equities. In that role he was responsible for managing a concentrated portfolio of equity investments and leading a team of sector specialists.
Prior to joining CPP Investments in 2007, Frank was an Assistant Portfolio Manager in the Global Active Equities group at Ontario Teachers’ Pension Plan managing a portfolio of Media and Communications investments and an Analyst in the Mergers and Acquisitions department at BMO.
Frank holds a Master’s degree in Financial Economics from the University of Toronto, a Bachelor’s degree in Economics and Management Science from Ryerson University, and is a CFA Charterholder.