Talk to sales Try for Free
Ralph Hartmann, MBA

Ralph Hartmann, MBA

Assistant Vice President

Followers of Ralph Hartmann, MBA1000 followers
location of Ralph Hartmann, MBAMontreal, Quebec, Canada

Connect with Ralph Hartmann, MBA to Send Message

Connect

Connect with Ralph Hartmann, MBA to Send Message

Connect

  • Timeline

  • About me

    Former Portfolio Manager

  • Education

    • Phillips Academy Andover

      1980 - 1982

    • Loyola High School (Montreal)

      1976 - 1980
      Business Administration and Management, General

    • Harvard University

      1982 - 1986
      BA History magna cum laude

      Activities and Societies: Varsity lacrosse (4 years) and hockey (2 years) at the NCAA Division I level.

    • INSEAD

      1990 - 1991
      MBA International Business

  • Experience

    • J.P. Morgan

      Jan 1986 - Jan 1990
      Assistant Vice President

      Traded major currencies in 24-hour interbank market and supervised foreign exchange and money market sales activities.

    • Honeywell

      Jan 1991 - Jan 1994
      Foreign Exchange Manager

      Managed the foreign exchange exposure of Honeywell Europe`s operations.

    • National Bank Financial

      Jan 1995 - Jan 2009

      Managed over $1 billion in discretionary portfolios and products for both individual and institutional accounts. Main liaison between the equity research department and the firm`s investment advisors across the country.

      • Vice President, Portfolio Management

        Jan 1997 - Jan 2009

      • Analyst, Individual Investor Services

        Jan 1995 - Jan 1997

    • National Bank of Canada - Private Wealth 1859

      Jan 2009 - Jan 2014
      Senior Portfolio Manager

      Responsible for over $5 billion in assets under management as the lead portfolio manager of National Bank of Canada`s high-net-worth division.

    • FNB Capital Asset Management

      Jan 2014 - Jan 2020
      Co-Founder and Portfolio Manager

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 1998

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

  • Volunteer Experience

    • Certified Level II Alpine Ski Official

      Issued by Alpine Canada Alpin
      Alpine Canada AlpinAssociated with Ralph Hartmann, MBA

    • Foundation Board and Investment Committee Member

      Issued by Loyola High School of Montreal on Jan 2012
      Loyola High School of MontrealAssociated with Ralph Hartmann, MBA

    • External Advisory Board, Seed Portfolio

      Issued by Bishop's University on Jan 2002
      Bishop's UniversityAssociated with Ralph Hartmann, MBA