Anthony Chan
As the Director, Investment Operations, Anthony is responsible for leading the Investment Operations team to help deliver on the firm’s investment mandate and vision.
Prior to joining UBCIM, Anthony managed an Investment Operations team at Focus Asset Management, a Toronto-based Wealth Management firm. At Focus, Anthony strengthened processes and controls surrounding Trade Support, Fund Accounting, and Reporting. Before Focus Asset Management, Anthony spent 11+ years at Canada Pension Plan Investment Board (CPPIB) where he gained an understanding of the investment transaction lifecycle across multiple asset classes and ultimately enhancing its supporting processes. CPPIB looked to Anthony to provide operational subject matter expertise and lead complex transaction onboarding for their Active Equities and External Portfolio Management teams. Before CPPIB, Anthony began his career at State Street Canada managing teams in both Custody Servicing and Alternate Asset Fund Administration. Anthony holds from University of Toronto, a Bachelor of Arts, Economics.