Sharif Soussi

Sharif Soussi, CFA has a diverse and extensive work experience. Sharif is currently serving as the Vice President of Investments at Wilton Re since September 2021. Prior to this, they worked at Conning for a significant period of time, holding various positions. From February 2020 to September 2021, they held the role of Director of Portfolio Management. Before that, they served as the Vice President of Portfolio Management from February 2018 to February 2020, and as the Assistant Vice President of Portfolio Management from November 2014 to February 2018. Sharif also has experience as a Fixed Income Analyst at Conning from July 2011 to November 2014, and as a Senior Investment Accountant from September 2007 to July 2011.

Before joining Conning, Sharif worked as a Business Advisor at the Entrepreneurial Center from 2005 to 2007, where they assisted clients in developing business plans, conducted underwriting for bank loans, and provided counseling on strategy, marketing, and financial planning to small business owners. Prior to that, they served as a Small Business Development Volunteer in the Peace Corps from 2003 to 2004, where they implemented business training programs and worked to transform artisan co-ops into viable retail entities.

Overall, Sharif Soussi's work experience showcases their expertise in investments, portfolio management, fixed income analysis, and small business development.

Sharif Soussi, CFA has a diverse educational background in non-profit and governmental management, finance, and commerce. In 2002, they obtained a Certificate in Non-Profit and Governmental Management from Harvard University. Sharif then pursued a Bachelor of Commerce (BCom) degree at McGill University, graduating in 2002. After working in the field for a few years, they decided to further their finance knowledge by completing an MBA with a specialization in Finance from the University of Hartford between 2006 and 2008. Finally, in 2009, Sharif diligently achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute, demonstrating their expertise in finance.