Discretionary Portfolio Management
Bert Quattrociocchi | CFA
Managing Director, Discretionary Asset Management & Portfolio Strategy Senior Vice President and Director
Mr. Bert Quattrociocchi is the Managing Director of Discretionary Asset Management and Portfolio Strategy. Bert is the lead portfolio manager for the firm’s in-house PI Financial Managed portfolios and is responsible for the firm’s licensed discretionary portfolio managers. Mr. Quattrociocchi joined PI Financial in 1990 and has been a major contributor to the firm’s growth and success. Bert is a Senior Vice President, and member of PI Financial’s Board of Directors and Executive Committee. Bert’s executive management background includes: Previous Head of the Private Client Division and the Capital Markets Division - which he established and grew to 40 professionals located in Vancouver, Calgary and Toronto. Bert has held a wide range of investment industry positions in portfolio management, equity research, institutional and private client sales, and investment banking.
Mr. Quattrociocchi holds an Economics Degree from the University of British Columbia and holds the Chartered Financial Analyst (CFA) designation.
Bert has made a significant contribution to the investment industry: Past Chairman of the BC Region of the Investment Industry Association of Canada (IIAC); Past Chairman of the Pacific District Council of the Investment Industry Regulatory Organization of Canada (IIROC); Past Member of the National Advisory Council and National Retail Sales Committee of IIROC; Past President of the Vancouver Society of Financial Analysts.
Mike Keyrouz | CFA
Associate Portfolio and Quantitative Strategist
Mr. Mike Keyrouz joined PI Financial in 2016 and assists the team on a wide range of fundamental and quantitative analysis. In addition, he contributes to the construction and management of PI Financial’s in-house model portfolios. Mike has over 10 years of experience encompassing buy-side analysis and trading to sell-side prime brokerage and sales. He brings a global perspective having worked in both emerging and developed markets in the institutional as well as private client space.
Mike’s competencies encompass hedge fund analysis and trading, prime brokerage distribution and sales, general management and, most recently, portfolio and quantitative strategy.
He holds a Bachelor of Commerce Degree (Honours) in Investment Management and is a CFA charterholder. Mike is also a volunteer with the CFA Vancouver Programs Committee and lectures CFA courses part-time.
Dennis Rider | BBA
Associate Wealth Management Administrator and Analyst
Mr. Dennis Rider joined PI Financial in 2018 and is responsible for supporting the team with analysis of PI Financial’s in-house model portfolios. He assists in developing quantitative models by providing quantitative and statistical analysis. Dennis has over 6 years of experience working for two national brokerage firms within their accounting and private investment counselling departments.
Dennis holds a Bachelor of Business Administration (Finance- 1st class honors) degree from Simon Fraser University and has completed all three levels of the CFA program. Dennis has also completed additional courses from the UBC Diploma in Accounting program, the Financial and Valuation Modelling Course and Canadian Securities Institute.