Wayne Gillespie has over 25 years of Private
Client Investment Management experience gained
through a variety of roles including portfolio
management, client service, risk management and
compliance within both the Trust and Investment
Counselling industries. He is presently
responsible for the Portfolio Risk Management
services of HighView.
Prior to this position, Wayne was a Partner,
Director, Senior Portfolio Manager and Chief
Compliance Officer for an Investment Counsel.
During this time, he manufactured and distributed
a fully integrated Investment Overlay Service
designed to facilitate the delivery of Managed
Programs.
Previously, Wayne held the position of Regional
Director, Investment Services for a large
financial services institution. Responsibilities
included leading, coaching and supervising teams
of portfolio managers collectively managing in
excess of $800 million.
In addition to these duties, Wayne has chaired
Investment Policy and Asset Allocation
Committees, managed a Large Cap. Canadian Equity
fund, and been the recipient of awards for
exceptional client service and business
development.
Wayne is an Economics graduate from York
University, a member of the CFA Institute, the
Toronto CFA Society, and has earned the Certified
Investment Management Analyst (CIMA) designation
from the Investment Management Consultants
Association (IMCA).