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Grace MacDonald, CFA

Grace MacDonald, CFA

X-Women Basketball, Student Manager

Followers of Grace MacDonald, CFA985 followers
location of Grace MacDonald, CFACanada

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  • Timeline

  • About me

    Associate Portfolio Manager & Manager, Investment Operations at Genova Private Management Inc.

  • Education

    • St. Francis Xavier University

      2014 - 2018
      Bachelor of Business Administration (BBA), Advanced Major Finance, with Distinction

  • Experience

    • St. Francis Xavier University

      Sept 2015 - Apr 2017
      X-Women Basketball, Student Manager

    • JDC Central

      Apr 2017 - Apr 2018
      Finance Delegate

    • Formula Growth Limited

      May 2017 - Sept 2017
      Finance Intern

    • Genova Private Management Inc.

      Jun 2018 - now

      • Associate Portfolio Manager & Manager, Investment Operations

        Aug 2024 - now

      • Manager, Investment Operations

        Nov 2021 - Aug 2024

      • Manager, Compliance and Portfolio Administration

        Jun 2018 - Nov 2021

  • Licenses & Certifications

    • NCCP Coaching Certification

      Jun 2013

    • High Five Training Certification

      Jul 2012

    • Standard First Aid CPR-C

      Jun 2012

    • Water Safety Instructor

      Dec 2011

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2023
      View certificate certificate

  • Volunteer Experience

    • Income Tax Preparer - Financial Empowerment Program

      Issued by WoodGreen Community Services on Feb 2025
      WoodGreen Community ServicesAssociated with Grace MacDonald, CFA

    • Coach Special Olympics Swim Team

      Issued by Sackville Sports Stadium on Sept 2012
      Sackville Sports StadiumAssociated with Grace MacDonald, CFA