Julie Sherratt, CFA

Managing Director, Head of Bus Gov/Port Oversight

As Head of Business Governance & Portfolio Oversight, Julie is responsible for the risk analytics, monitoring and performance oversight of all investment strategies, including fixed income, equity, quantitative and synthetic mandates, managed by the firm. Her team is accountable for external manager research, including alternative investments and due diligence of all sub-advisors, separately managed accounts and recommended mutual funds on behalf of the company in Canada and the U.S. She also oversees the firm’s regulatory governance and operational risk management. Julie was formerly Vice President at TD Harbour Capital, where she handled client service, trading and operations for high-net-worth clients. She has prior experience with several leading firms in the Canadian brokerage industry. Julie holds a B.A. in Economics from Simon Fraser University. She is a member of the firm’s Operating Committee, and the Executive Lead for key talent development programs including the Rotational Analyst/Associate program, the Summer Internship program and Women in Leadership initiatives.

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