Jeffrey Lo, CFA, is an experienced investment professional with a robust background in portfolio management and financial analysis. Currently serving as a Portfolio Manager and previously as a Senior Associate at CPP Investments | Investissements RPC since September 2017, Jeffrey has developed expertise in managing investment portfolios. Prior roles include Senior Research Analyst at Sentry Investments from September 2013 to August 2017, Financial Analyst at BayBridge Senior Housing from May 2012 to September 2013, and Associate and Corporate Finance Analyst at NVS Bancorp from March 2008 to April 2012. Jeffrey holds a Bachelor of Business Administration in Finance from the University of Toronto, earned between 2003 and 2007.
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