Portfolio Manager, Investment Advisor
Jesse is a Portfolio Manager and Investment Advisor at The Seidman Kaufman Group of Richardson GMP, which manages wealth for a select number of Canadian families, focused on generating consistent and stable returns, primarily through the use of alternative investments. In 2016, Jesse was named the Top Advisor in Canada for alternative investment expertise at the Wealth Professional Awards, and became the first Advisor appointed to the AIMA Canada Board of Directors.
Jesse is a Chartered Alternative Investment Analyst (CAIA®), Chartered Investment Manager (CIM®), Accredited Investment Fiduciary Professional (AIFP™), and a Fellow of the Canadian Securities Institute (FCSI®). He is the Founder and Past Chair of the Richardson GMP Alternative Investment Group and compiled the Richardson GMP AIG Due Diligence Checklist. He is a graduate of York University.
With over fifteen years of experience in wealth management, his areas of expertise and focus are manager research, due diligence, and portfolio construction. Prior to joining GMP Private Client L.P. (now Richardson GMP Ltd.) in 2006, Jesse worked closely with some of Canada's top tax accountants and estate lawyers, and, before that, at Merrill Lynch Canada and CIBC Asset Management. He is a frequent speaker and writer on the subjects of portfolio construction and alternative investments.