Felix manages a team that oversees the portfolio management, trading and implementation of CC&L Private Capital’s strategic and tactical asset allocation strategies. Under the direction of the CIO, he provides recommendations and solutions in the management of asset mix strategies for the firm’s clients.
With over 20 years of experience in investment management and analytics, Felix has worked closely with institutional pension plans, First Nation clients, foundations, endowments and high net worth clients. Prior to joining CC&L Private Capital, Felix spent five years at a privately-owned Canadian consulting firm and three years at one of Canada’s largest banks, where he was an investment consultant providing investment solutions, developing investment policies, managing asset mixes and overseeing investment manager research. He was also the regional manager of the bank’s investment analytics team in Vancouver and oversaw performance monitoring and reporting for Western Canada.
Felix received his B.Comm (Finance) from the University of British Columbia Sauder School of Business and has been a CFA charterholder since 2003.