Ariel Lubecki

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