Keith Allan

Portfolio Manager at Harness Investment Management

Keith Allan, CFA, is a seasoned finance professional with extensive experience in investment management. Since October 2019, Keith serves as a Portfolio Manager and previously as Associate Portfolio Manager at Harness Investment Management in Vancouver, focusing on building disciplined investment portfolios for high net worth individuals and families. Keith's prior experience includes roles at Connor, Clark & Lunn Financial Group, where responsibilities included equity trade support, compliance reporting, and asset allocation, and at Dixon Mitchell Investment Counsel as a Trader & Portfolio Associate, contributing to significant asset growth from $700 million to $1 billion. Keith holds a CFA designation from the CFA Institute and degrees from UBC Sauder School of Business, Canadian Securities Institute, Langara College, and Kwantlen Polytechnic University.

Links


Org chart

Sign up to view 0 direct reports

Get started


Teams

This person is not in any teams