William K. Kovalchuk
MBA, CFA
President, Portfolio Manager
Phone:
(514) 842-6115
Fax:
(514) 842-6123
Email:
Bill began his professional career in 1986 and is a Chartered Financial Analyst (CFA) since 1991. He holds a Bachelor’s degree in Commerce from Concordia University and an MBA from McGill University. Bill was President of the Montreal Society of Financial Analysts in 1996-97 and was the President’s Council Representative for Canada from 2000-2004 for the CFA Institute. Bill co-founded Claret Asset Management in 1996 and has been President and Portfolio Manager ever since.
Alain Chung
CFA
Executive Vice-President, Portfolio Manager
Phone:
(514) 842-6113
Fax:
(514) 842-6123
Email:
Alain began his professional career in 1983 and is a CFA charterholder since 2000. He holds a bachelor’s degree in Business Administration from HEC Montreal, where he graduated with honors. Alain co-founded Claret Asset Management and has been the Executive Vice-President and Portfolio Manager ever since. Before joining Claret, Alain worked 16 years as Vice-President and Stock broker at Wood Gundy, acquired by CIBC in 1988. Alain speaks English, French, Cantonese, Mandarin and Vietnamese.
Jean-Paul Giacometti
MBA, CFA
Vice-President, Portfolio Manager
Phone:
(514) 840-6010
Fax:
(514) 842-6123
Email:
Jean-Paul began his professional career in 1988 and is a CFA charterholder since 1993. He holds a Bachelor’s degree in Mathematics from McGill University and an MBA from Concordia University. Jean-Paul was President of the Montreal Society of Financial Analysts in 1998-99. Jean-Paul joined Claret in 2000 in the role of Vice-President and Portfolio Manager. Before working at Claret, he worked with a private Swiss bank for over 10 years.
Vincent Fournier
M. Sc., CFA
Portfolio Manager
Phone:
(514) 840-6013
Fax:
(514) 842-6123
Email:
Vincent began his professional career in 1999 and is a CFA charterholder since 2004. He holds a Bachelor’s degree in Business Administration and a Masters degree in Economics. Vincent has been an active member of the CFA Montreal society and was elected President in 2010-11. He joined Claret in 2002 and is a Portfolio Manager.
Keith Farrant
CFA
Portfolio Manager
Phone:
(514) 840-6017
Fax:
(514) 842-6123
Email:
Keith is a CFA charterholder since 2001 and holds a Bachelor’s degree in Economics from Concordia University. He began his professional career in 1985, working with a large Canadian financial institution for over 18 years. Keith joined Claret in 2004 and is a Senior Analyst and Portfolio Manager.