Claudio Gagliardi
Calgary
Vice President & Portfolio Manager
Claudio has over fifteen years of experience within the investment industry, and is responsible for the development, implementation and management of portfolios for private clients, endowments and foundations.
Prior to joining Guardian Capital Advisors in our Calgary office, Claudio worked as a Vice President, Portfolio Manager for high net worth clients in the investment counseling division of a trust company. He began his career in Calgary at a bank-owned mutual fund firm and then moved into the investment counsel division.
Claudio has a Bachelor of Commerce Degree - Finance Major from the University of Calgary. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). Claudio is an active member of his community having served as President of the Calgary CFA Society and has served as a board member of the Calgary Portfolio Management Trust. He has also pursued volunteer work with UNICEF since 1999.