Louis Chan CFA

Portfolio Manager, US Equities

Louis Chan is a Portfolio Manager at Cumberland Private Wealth Management Inc. (“Cumberland Private Wealth”) with responsibility for research and analysis for the firm’s US mandates. With over 10 years of investment industry experience, Mr. Chan started his career as a research analyst at Merrill Lynch and has also held positions at a number of leading Canadian investment management firms.

Mr. Chan earned his Bachelor of Commerce and Business Administration degree from the University of British Columbia and is an alumnus of the UBC Portfolio Management Foundation. He is a member of Cumberland’s Investment Committee, a CFA charterholder and is a shareholder of Cumberland Partners Limited, parent of Cumberland Private Wealth Management Inc.

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