Alex Mahrt, Cfa
About Alex Mahrt, Cfa
Alex Mahrt, CFA, serves as an Associate Portfolio Manager at Wellington-Altus Private Wealth in Victoria, BC, where he has worked since 2018. He has previous experience at Russell Investments and CIBC Wood Gundy, and holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto.
Work at Wellington-Altus Financial
Alex Mahrt has served as an Associate Portfolio Manager at Wellington-Altus Private Wealth since 2018. In this role, he is responsible for managing client portfolios and providing investment advice. His tenure at the firm spans six years, during which he has contributed to the firm's investment strategies and client relationship management. Wellington-Altus Private Wealth is known for its personalized wealth management services, and Mahrt plays a key role in delivering these services to clients in Victoria, BC.
Previous Experience in Investment Management
Prior to joining Wellington-Altus, Alex Mahrt gained valuable experience in the investment sector through various roles. He completed an internship at Russell Investments from 2012 to 2013, which provided him with foundational knowledge in portfolio management. Following his internship, he worked as a Business Analyst at Russell Investments for three months in 2014. Mahrt also held the position of Manager, Investment Funds at CIBC Wood Gundy from 2014 to 2017, where he managed investment funds and client relationships in the Toronto area.
Education and Expertise
Alex Mahrt earned his Bachelor of Commerce (BCom) degree from the University of Toronto - Rotman School of Management, specializing in Finance and Economics. His education, completed from 2010 to 2014, equipped him with a strong understanding of financial markets and economic principles. This academic background supports his expertise in portfolio management and investment analysis, contributing to his effectiveness in his current role.
Career Timeline
Alex Mahrt's career in finance began with an internship at Russell Investments in 2012, where he gained practical experience in the investment industry. After completing his internship, he transitioned to a Business Analyst role at the same firm for a brief period in 2014. He then joined CIBC Wood Gundy as Manager, Investment Funds, where he worked for three years before moving to Wellington-Altus Private Wealth in 2018. His career reflects a steady progression through various roles in investment management.