Jennifer Radman, CFA

Jennifer Radman

Jennifer Radman, CFA Vice President, Head of North American Equities & Senior Portfolio Manager


Jennifer is VP, Head of North American Equities & Senior Portfolio Manager at Caldwell Investment Management Ltd. She is the lead equity PM on the Caldwell Balanced Fund and lead PM on the Caldwell Canadian Value Momentum Fund, roles she assumed in May 2012 and March 2014, respectively. She is also responsible for executing Caldwell’s North American Equity Strategy across discretionary, separately managed accounts.


Jennifer joined Caldwell in 2003 as a research associate and has earned progressively higher roles. Prior to assuming the Caldwell Balanced Fund, she ran a global financial services fund which performed well coming out of the financial crisis. She has been a member of 2 Lipper Award winning teams. Jennifer graduated magna cum laude with a finance degree from the University of South Carolina where she played the #1 spot on the school’s top-20 NCAA Division I ranked tennis team. She earned her CFA designation in 2007.


Jennifer is a frequent guest speaker on Bloomberg and BNN.


To learn more about Jennifer Radman click here to download her Q&A.


Funds Jennifer manages:

Caldwell Balanced Fund

Caldwell Canadian Value Momentum Fund