Riccardo Romeo Cfa, Cmt

Riccardo Romeo, CFA, CMT, is an accomplished finance professional with extensive experience in portfolio management and compliance. Currently serving as Portfolio Manager, CCO, and V.P. Managing Director at Gestion de placements Summus since July 2019, Riccardo also teaches a 400 level investment finance course at Concordia University's John Molson School of Business. Riccardo is a Charterholder with the CMT Association, specializing in technical, behavioral, and market risk analysis. Previous roles include Senior Analyst at Valeurs mobilières Banque Laurentienne Inc., Associate Manager at IG Wealth Management, and Senior Compliance Advisor at National Bank Financial. Riccardo holds a Bachelor's degree in Commerce with a concentration in Finance from McGill University and has a strong background in compliance and investment advising, having worked at National Bank of Canada and CIBC Wood Gundy earlier in the career.