Having joined the investment industry at the height of the 2008 financial crisis, Ariel quickly became aware of the importance of capital preservation as the foundation for achieving long-term investment excellence. With this sobering experience in mind, Ariel has dedicated his career to helping clients navigate through unpredictable and dynamic changes in the market. As a Senior Relationship Manager, Ariel brings a client-centric focus to serving Burgundy’s U.S. institutional client base. He is focused on partnering with pension, foundation and endowment clients as they navigate ever-changing global markets.

BURGUNDY EXPERIENCE

  • Joined Burgundy in 2015
  • Appointed a Vice President in 2019
  • Previous roles include: Senior Canadian Institutional Relationship Manager

RELEVANT EXPERIENCE

  • 10+ years of combined professional experience, including positions at Fidelity Investments

Education

  • CFA charterholder
  • Master of Finance, Queen's University
  • Honours Bachelor of Administrative Studies (Finance), York University

Memberships and Community

  • Member, CFA Society Toronto
  • Member, CFA Institute