Liam Zerter, CFA, CPA, is a seasoned investment research professional specializing in sustainable investments and ESG factors. Currently serving as a Senior Manager in Investment Products Research at CIBC, they have a notable track record of managing sub-advisors and conducting comprehensive research to enhance investment strategies. Previously, at Morningstar Sustainalytics, they published influential research on the integration of ESG risks with economic moats, and played a key role in product innovation and thought leadership. Liam's extensive experience includes financial analytics and operations at RBC and Loblaw Companies Limited, contributing to substantial project funding and operational efficiencies. They hold a Bachelor's Degree in Accounting from Brock University and are pursuing CPA credentials.
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