Alex Reid, Cfa

Associate Portfolio Manager @ MD Financial Management

About Alex Reid, Cfa

Alex Reid, CFA, is an Associate Portfolio Manager at MD Financial Management in Halifax, Nova Scotia. He holds a Bachelor of Commerce degree in Finance from Saint Mary's University and has extensive experience in financial analysis and portfolio management.

Current Role at MD Financial Management

Alex Reid serves as an Associate Portfolio Manager at MD Financial Management | Gestion financière MD. He has held this position since 2020 and is based in Halifax, Nova Scotia, Canada. In this role, he is responsible for managing investment portfolios and providing financial guidance to clients. His experience in the financial sector contributes to his effectiveness in this position.

Previous Experience in Financial Analysis

Prior to his current role, Alex Reid worked as a Financial Analyst at NAL Resources from 2014 to 2019. His responsibilities included production accounting, where he analyzed financial data to support operational decisions. He initially joined NAL Resources in 2013 as a Financial Analyst for a year before transitioning to a longer tenure in the same role.

Education and Qualifications

Alex Reid earned a Bachelor of Commerce (B.Com.) degree in Finance from Saint Mary's University, where he studied from 2009 to 2012. He also attended the University of New Brunswick for a year from 2007 to 2008. His academic background provides a strong foundation for his career in finance and investment management.

Career Progression at MD Financial Management

Before becoming an Associate Portfolio Manager, Alex Reid worked at MD Financial Management as a Portfolio Relationship Manager from 2019 to 2020. In this role, he focused on client relationships and portfolio management strategies. His progression within the company demonstrates his commitment to the financial services industry.

Early Career at RBC

In 2013, Alex Reid began his career in finance as a Customer Service Representative at RBC, where he worked for 11 months. This role provided him with foundational experience in customer service and financial operations, which has been beneficial throughout his career.

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