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Andrew Cioccio, CFA

Andrew Cioccio, CFA

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location of Andrew Cioccio, CFAOakville, Ontario, Canada

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  • Timeline

  • About me

    Investment Management Profesional

  • Education

    • Lingnan University

      2006 - 2006
      International Exchange Programme Liberal Arts - Economics

    • University of Guelph

      2003 - 2007
      Bachelor of Commerce - BCom Management Economics in Industry and Finance

      Activities and Societies: Economics Society

  • Experience

    • BMO PRIVATE INVESTMENT COUNSEL INC

      Jan 2007 - Jan 2012
      Associate

    • BMO Global Asset Management - Canada

      Jan 2012 - Nov 2020
      Analyst

    • BMO Private Wealth

      Aug 2021 - now

      • Associate Director & Lead, Portfolio Management Group

        Dec 2023 - now

      • Manager, Portfolio Management Group

        Aug 2021 - Jan 2024

  • Licenses & Certifications

    • Conduct and Practices Handbook Course (CPH®)

      Canadian Securities Institute
      Dec 2020
      View certificate certificate

    • Responsible Investment Specialist (RIS)

      Responsible Investment Association
      Sept 2020
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2012