Position:

Vice President
 

Responsibilities

As Vice President of Investments, Yan Arsenault oversees the daily management and activities of the Investment Department. His team conducts ongoing review of the macro-economic environment, financial markets and investment opportunities to develop investment strategies and formulate the house views. Yan also monitors and reviews the due diligence process on managers and recommends changes to the firm’s model portfolios. As a key member of the Investment Committee, he regularly presents his conclusions to other members and ensures proper dissemination of the information to clients and centers of influence.

Education

Chartered Alternative Investment Analyst
CAIA Association

Chartered Financial Analyst
CFA Institute

Chartered Accountant
Canadian Institute of Chartered Accountants

Experience

Assistant Vice-President of Investments
Trust Point

Portfolio Manager and Head of Private Client Team
Butterfield Asset Management

Group Manager
Bisys Hedge Fund Services

External Auditor
Deloitte & Touche


 

Contact Information

Phone Numbers:
608-782-1148
800-658-9474

Email: yarsenault@trustpointinc.com