Alex Osborne, CFA

Alex Osborne

Alex Osborne, CFA Vice President, Sales and Strategy

 

Mr. Osborne is Vice President, Sales and Strategy at Caldwell Investment Management Ltd. Alex is responsible for a variety of initiatives including Advisor sales and distribution, business development, marketing and strategy, in relation to Caldwell Mutual Funds. He also is responsible for the origination and development of customized managed product portfolio solutions for both internal and external broker dealers.

 

Prior to joining Caldwell, Alex spent over 11 years with a major Canadian Bank, most recently, working within their Asset Management division, specializing in Investment Manager Research. Alex graduated with a Bachelor of Commerce (Honours Business Adminstration) degree from the Odette School of Business, University of Windsor, with a concentration in Finance and minor in Economics. Alex has earned the Chartered Financial Analyst designation and is a member of the Toronto CFA Society. Alex joined Caldwell Investment Management in June 2017.