Satwik Misra, CFA, MBA will be stepping into the newly created role of Director, Consultant Relationships & Business Initiatives, reflecting the continued growth and expansion of the team.
In his new role, Satwik will be responsible for:
- Deepening relationships with consulting firms’ manager research departments and large advisory firms
- Supporting the establishment and delivery of strategic and business objectives and initiatives.
“Satwik has made significant contributions to our business over the past 4 years, and we are excited to see this evolve in his new role,” said Anne Meloche, Head of Institutional Business.
We are also delighted to welcome Farzan Qureshi, MBA as Director, Institutional Business Development and Client Relationships, Ontario, replacing Satwik Misra.
In this role, Farzan will be responsible for business development and client relationship management for our growing institutional asset management business in Ontario.
“We are excited to benefit from Farzan’s 20 years of experience in the institutional business,” said Anne Meloche, Head of Institutional Business, “He brings a wealth of investment knowledge, extensive experience working with plan sponsors, and a deep understanding of the unique Canadian market.”
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