Are you an individual who, either alone or with a spouse, beneficially owns financial assets having a value that before taxes, but net of any related liabilities, exceeds $1,000,000; or An individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year; or An individual who, either alone or with a spouse, has net assets of at least $5,000,000?
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In addition to monitoring positions for the Galliant funds and Separately Managed Accounts (SMAs), Warren is focused on the investment process, as well as evaluating opportunities in the equity markets.
Prior to joining Galliant in 2014, he worked as a Senior Investment Advisor at Macquarie Private Wealth, where he specialized in equity and derivatives trading.
He is a graduate of Concordia University (BA) and has earned his Canadian Investment Manager (CIM) designation.
