Harjeet provides client and portfolio management services for our private client relationships. Harjeet works with families, individuals, businesses and not for profit groups to help them meet their financial and investment goals.
With over 14 years of experience in the investment and financial services industry, Harjeet has been in the discretionary management field for the last 10 years. Prior to VCIM he was a portfolio manager for the private client division of a mutual fund management company and a chartered bank. He was also the senior research analyst for a large national global asset management firm.
Harjeet has a bachelor’s degree in Chemistry and achieved his Chartered Financial Analyst (CFA) designation in 2011 and his Chartered Alternative Investment Analyst (CAIA) in 2020.
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