Adam Penny, CFA, is a seasoned wealth management professional with extensive experience in the investment industry. Currently serving as a Senior Wealth Consultant & Investment Counsellor at Cidel, Adam focuses on client relationship management, portfolio and risk management, and business development for high net worth and institutional clients. Previously, Adam held the position of Senior Institutional Portfolio Manager at Jarislowsky, Fraser Limited and contributed to client wealth management at Gluskin Sheff + Associates Inc. Adam earned a Bachelor of Arts in Economics from the University of Waterloo and holds both an MBA and an MS in Finance from Texas A&M University.
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