Joshua Weiss
Private Wealth Manager
Thornhill,ON
Summary
CFA Charterholder with a Masters of Mathematical Finance from the University of Toronto and over a decade of experience in wealth management, financial technology, and quantitative analysis. Currently a Private Wealth Manager, advising professionals and business owners on holistic investment and tax strategies. Previously led sales engineering at d1g1t, developing institutional-grade portfolio management tools for leading firms. Experienced guest lecturer at the University of Toronto and professional associations, skilled at simplifying complex concepts and bridging academic theory with practical application.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Private Wealth Manager
Quadrant Private Wealth
05.2024 - Current
- Provide holistic wealth management to professionals and business owners, integrating investment strategy, tax planning, and risk management.
- Construct and manage customized portfolios with a fiduciary focus, emphasizing long-term discipline, and client-aligned decision-making.
- Lead client discovery and education, simplifying complex financial concepts, and helping clients make confident, informed choices.
Financial Engineer & Director of Sales Engineering
d1g1t Inc.
09.2018 - 04.2024
- Supported wealth management firms in adopting d1g1t’s portfolio management and client-facing technology, contributing across client support, implementations, product development, and training.
- Transitioned into leading the Sales Engineering team, acting as the technical expert in the sales process, and the primary point of contact for client demos and solution design.
- Bridged technical and business needs, ensuring the successful delivery of solutions that enhanced client engagement and portfolio management capabilities.
Investment Advisor
BMO Nesbitt Burns
10.2016 - 09.2018
- Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
- Identified clients and prospective clients in need of investment guidance, and then recommended investment solutions appropriate for each individual.
- Conducted equity research on companies to discover undervalued investments with reasonable prospects for long-term, sustainable growth.
Senior Risk Consultant
IBM Algo Risk Services
10.2013 - 10.2016
- Functional lead in the development and operation of a data service to support the pricing and risk modeling of the portfolio, risk, and performance attribution platform.
- Provided instruction and guidance for users of Risk Service on Cloud and its interface, the Algo Risk Application, on risk analysis, and portfolio construction techniques.
Education
Masters - Mathematical Finance
University of Toronto
Toronto 05.2001 -
Bachelor of Mathematics - Statistics, Computer Science, And Economics
University of Waterloo
Waterloo 05.2001 -
Skills
Portfolio Construction & Risk Management
Wealth & Tax Planning Strategies
Quantitative Analysis & Financial Modeling
Technical Demonstrations & Client Education
Curriculum Development & Guest Lecturing
Fiduciary & Ethical Standards in Wealth Management
Certification
CFA - Chartered Financial Analyst
Timeline
Private Wealth Manager
Quadrant Private Wealth
05.2024 - Current
Financial Engineer & Director of Sales Engineering
d1g1t Inc.
09.2018 - 04.2024
CFA - Chartered Financial Analyst
04-2017
Investment Advisor
BMO Nesbitt Burns
10.2016 - 09.2018
Senior Risk Consultant
IBM Algo Risk Services
10.2013 - 10.2016
Masters - Mathematical Finance
University of Toronto
05.2001 -
Bachelor of Mathematics - Statistics, Computer Science, And Economics
University of Waterloo
05.2001 -