Jerome Li

Jerome brings over 25 years of industry experience. He is recognized consistently for performance excellence and exhibits strength in company-level analysis, capital markets, and client relations. He holds the Chartered Financial Analyst (CFA®) and Chartered Investment Manager (CIM®) designations, and is a Fellow of the Canadian Securities Institute (FCSI®). He is currently finishing the Financial Modeling & Valuation Analyst (FMVA®) Certification.

Drawing from his investment-focused background, Jerome adds bench-strength to the Stenner Wealth Partners+ portfolio management process and diligence framework. He focuses primarily on fundamental investment analysis, portfolio oversight ,and construction. Our clients value his thoughtful approach and transparent communication style. He previously co-managed $625+ million of investment funds at a Canadian alternative asset management firm and held the positions of Chief Compliance Officer and Portfolio Manager at a leading overseas alternative asset manager. He co-led diligence on 70+ alternative investment funds, products and opportunities including private credit, private equity, real assets, and complex alternative strategies. He also supervised 19 branches at Raymond James and $8+ billion of managed account assets at CG Wealth Management.

Jerome is happily married to his best friend for 30 years and a proud father of six well-adjusted children. He enjoys business and leadership books, chess, board games, and spending time with his family most of all.

Listen and watch Thane’s podcast here

Contact :

stennerwealthpartners.com
SWP@cgf.com
604.699.0846
1.800.663.1899 (Numéro sans frais Canada)
1.800.663.8061 (Numéro sans frais États-Unis)
https://www.linkedin.com/company/stenner-wealth-partners/

CFA®, CIM®, FCSI®

• Toronto
• Vancouver
• Calgary
• Edmonton
• Montréal