Alex Trevor Osborne

Mr. Alex T.
Osborne, CFA, is a Vice President & Client Portfolio Strategist at Caldwell Investment Management Ltd.
He is also a Portfolio Manager.
He is responsible for the origination, design and development of customized (managed product) investment solutions for clients across Canada.
He focuses on asset allocation and portfolio construction techniques, macroeconomics and strategy.
He also functions as a product specialist for the Caldwell Investment Management Fund Family.
He shares responsibility over a variety of key initiatives, including but not limited to, strategy, product development and design, marketing, advisory sales and distribution, business development and relationship management.
He joined Caldwell Investment Management in June 2017.
Prior to joining Caldwell, he spent over 11 years with a major Canadian Bank, most recently, working within their Asset Management division, specializing in Investment Manager Research.
He graduated with a Bachelor of Commerce (Honours Business Administration) degree from the Odette School of Business, University of Windsor, with a concentration in Finance and minor in Economics.
He has earned the Chartered Financial Analyst designation and is a member of the Toronto CFA Society.